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Eric E

Series 66

Ft Smith, AR

Arvest Wealth management

Eric Eidson is a financial advisor at Arvest Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has been with Arvest Wealth Management and its related entities since 2015. Outside of advising, he serves as vice president of a private behavioral health practice operated by his wife, contributing limited time to the business. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs and retirement plan consulting, tailoring solutions based on Investment Policy Statements and managing a mix of discretionary and non-discretionary assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Edgar P

Series 66

Ft Smith, AR

Arvest Wealth management

Edgar Pacheco is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked in various roles within Arvest Bank and Arvest Wealth Management since 2022. In addition to his financial services career, he has served in the Arkansas National Guard since 2018. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach focused on asset allocation and tailored strategies to meet clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Joshua N

Series 66

Ft Smith, AR

Arvest Wealth management

Joshua Neal is a financial advisor at Arvest Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill and Arvest Bank before joining Arvest Wealth Management, where he has been since 2019. Neal is dually employed by Arvest Bank, splitting his time primarily between the bank and the wealth management division. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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James S

Series 66

Ft Smith, AR

Arvest Wealth management

James Southerland is a financial advisor with Arvest Wealth Management in North Little Rock, Arkansas, holding a Series 66 designation and nine years of industry experience. He has been with Arvest Wealth Management since 2016 and has worked at Arvest Bank since 2010. Southerland serves as a board member for the North Little Rock Chamber of Commerce and the Arkansas Aerospace & Defense Alliance. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, serving clients through a mix of discretionary and non-discretionary advisory services.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Donny R

CFP®, Series 63, Series 65

Ft Smith, AR

Arvest Wealth management

Donny Rogers Jr. is a CFP® with 28 years of industry experience, currently serving at Arvest Wealth Management in Fort Smith, AR. He has worked at Arvest Wealth Management and Arvest Bank since 2015, splitting his time between the firm’s wealth management services and the bank’s Trust Department. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-faceted investment process incorporating fundamental, technical, quantitative, and qualitative analysis, emphasizing tailored strategies to meet clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Ronnie B

Series 66

Ft Smith, AR

Arvest Wealth management

Ronnie Backus is a Series 66-licensed financial advisor with eight years of industry experience. He has worked primarily at Arvest Wealth Management since 2018, with prior experience at First Command Advisory Services and as a self-employed advisor. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a significant portion of assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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William G

Series 66

Ft Smith, AR

Arvest Wealth management

William Gossett is a financial advisor with Arvest Wealth Management in Clarksville, Arkansas, holding a Series 66 designation and five years of industry experience. His career includes multiple roles within Arvest Wealth Management and Arvest Bank, as well as prior experience at Regions and the James Mallory Law Office. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, serving a diverse client base with both discretionary and non-discretionary asset management.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Travis B

Series 66

Ft Smith, AR

Arvest Wealth management

Travis Beckerdite is a Series 66 licensed financial advisor with over six years of industry experience, currently serving at Arvest Wealth Management in Lowell, Arkansas. He has been with Arvest Wealth Management since 2013. Outside of his advisory role, he is a member of Southwind Investments LLC, a short-term vacation rental business, though he does not actively participate in its operations. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients, offering portfolio management, retirement plan consulting, and written financial plans. The firm’s client teams tailor recommendations based on Investment Policy Statements, managing a substantial asset base through both discretionary and non-discretionary arrangements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Kelley H

Series 66

Ft Smith, AR

Arvest Wealth management

Kelley Hunt is a financial advisor at Arvest Wealth Management in Hot Springs, AR, holding a Series 66 designation with 13 years of industry experience. She has worked at Arvest Wealth Management since 2017 and previously at Edward Jones from 2012 to 2017. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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William H

Series 63, Series 65

Ft Smith, AR

Arvest Wealth management

William Hines is a financial advisor with Arvest Wealth Management in Fort Smith, Arkansas, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Arvest Wealth Management since 2006. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs, retirement plan consulting, and written financial plans, managing both discretionary and non-discretionary assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Matthew B

Series 66

Ft Smith, AR

Arvest Wealth management

Matthew Barson is a financial advisor with Arvest Wealth Management in Ft Smith, AR, holding a Series 66 credential and five years of industry experience. He has worked primarily within the Arvest organization since 2019, splitting his time between Arvest Wealth Management and Arvest Bank. Outside of his advisory role, he manages a rental property that he leases to a family member. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multifaceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Kristen C

Series 66

Ft Smith, AR

Arvest Wealth management

Kristen Carroll is a financial advisor at Arvest Wealth Management with 10 years of industry experience and a Series 66 designation. She has been with Arvest Wealth Management since 2015 and has worked at Arvest Bank in Fort Smith, Arkansas since 2001, splitting her time between the two entities. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, serving clients through a combination of discretionary and non-discretionary asset management.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Chera M

Series 66

Ft Smith, AR

Arvest Wealth management

Chera Moore is a financial advisor at Arvest Wealth Management with four years of industry experience. She holds a Series 66 designation and has held previous roles in local school districts before joining Arvest. Outside of her financial advisory work, she owns and operates a commercial cleaning and consulting business serving local businesses and real estate agents. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Lindsay L

Series 66

Ft Smith, AR

Arvest Wealth management

Lindsay Ledbetter is a financial advisor at Arvest Wealth Management in Fort Smith, Arkansas, holding a Series 66 designation with three years of industry experience. Prior to joining Arvest Wealth Management in 2021, Lindsay worked at Arvest Bank from 2018 to 2021 and has held various roles including positions at Maurices, Thompson Beauty Brands, and Arkansas State University. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach focusing on asset allocation and tailored strategies to align with clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Kendra V

Series 63, Series 65

Ft Smith, AR

Arvest Wealth management

Kendra Van Horn is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. She has been with Arvest Wealth Management since 2013. Outside of her advisory role, Van Horn is involved as an essential oils distributor and serves as an administrator for a local food pantry. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm employs a range of portfolio management and retirement consulting services tailored to client objectives, managing over $2.8 billion in regulatory advisory assets as of December 2024.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Brayden M

Series 63, Series 65

Ft Smith, AR

Arvest Wealth management

Brayden Mallett is a financial advisor with Arvest Wealth Management in Maumelle, AR, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Centennial Bank, Ameriprise Financial Services, Small and Associates Financial, Buckle Inc., and Bank of the Ozarks. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs, retirement plan consulting, and written financial plans, managing over $2.8 billion in regulatory advisory assets as of December 31, 2024.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Gatlin H

Series 66

Ft Smith, AR

Arvest Wealth management

Gatlin Hufstedler is a financial advisor with Arvest Wealth Management in Ft Smith, Arkansas, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Stephens Inc. and the State of Arkansas. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored plans, charitable organizations, and corporate clients, managing approximately $3.44 billion in assets as of the end of 2025. The firm utilizes a combination of fundamental, technical, quantitative, and qualitative analyses to tailor investment strategies to clients' objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Nancy L

Series 63, Series 65

Ft Smith, AR

Arvest Wealth management

Nancy Lewis is a financial advisor at Arvest Wealth Management with 25 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Stephens Inc., Voya Financial Advisors, Inc., and Hilton Worldwide. Arvest Wealth Management provides investment advisory, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm’s investment approach includes fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and customized strategies aligned with client objectives and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Brian S

Series 65, Series 63

Ft Smith, AR

Arvest Wealth management

Brian Smith is a financial advisor at Arvest Wealth Management in Fort Smith, Arkansas, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Arvest in various capacities since 2012. Outside of his advisory role, he is a joint owner and president of The Vintage Guys, a sports card and memorabilia business where he organizes card shows quarterly in Arkansas and Oklahoma. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to deliver tailored investment strategies aligned with clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Darin D

Series 66

Ft Smith, AR

Arvest Wealth management

Darin Drennan is a financial advisor at Arvest Wealth Management in Fayetteville, AR, with 24 years of industry experience. He holds the Series 66 designation and has spent his career primarily with Arvest Wealth Management and Arvest Bank. Outside of his advisory role, he is involved in managing several private businesses unrelated to investments, including property management and self-storage operations. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs, retirement plan consulting, and written financial plans, serving a diverse client base with both discretionary and non-discretionary asset management.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Britton N

Series 63, Series 65

Ft Smith, AR

Arvest Wealth management

Britton Nowell is a financial advisor with Arvest Wealth Management in Little Rock, AR, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Arvest Wealth Management since 2009. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients, offering portfolio management, retirement plan consulting, and written financial plans.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Jaysa C

Series 66

Ft Smith, AR

Arvest Wealth management

Jaysa Carnal is a financial advisor at Arvest Wealth Management with three years of industry experience. She holds the Series 66 designation and previously worked at Arvest Bank and Arkansas State University. Outside of her advisory role, she creates product showcase videos as an Amazon and TikTok content influencer. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Connor Z

Series 66

Ft Smith, AR

Arvest Wealth management

Connor Zimmerman is a financial advisor with Arvest Wealth Management in Ft Smith, AR. He holds a Series 66 designation and has recently transitioned into the advisory field after previous roles at Arvest Bank and earlier experience outside finance. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm utilizes a combination of fundamental, technical, quantitative, and qualitative analysis to create tailored investment strategies aligned with clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Jazz S

Series 63, Series 65

Ft Smith, AR

Arvest Wealth management

Jazz Scott is a financial advisor with Arvest Wealth Management in Ft Smith, AR, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Arvest Wealth Management, Jazz worked at Arkansas Federal Credit Union, Stifel, Crews & Associates, Inc., and Stephens Inc. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to tailor investment strategies according to clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Heather Y

Series 66

Ft Smith, AR

Arvest Wealth management

Heather Yarbrough is a financial advisor at Arvest Wealth Management with 14 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Arvest in 2024. Arvest Wealth Management offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on Investment Policy Statements and a mix of discretionary and non-discretionary asset management.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Kenneth W

Series 66

Ft Smith, AR

Arvest Wealth management

Kenneth Wasson is a financial advisor at Arvest Wealth Management with 20 years of industry experience. He has been with Arvest Wealth Management since 2008 and holds a Series 66 designation. Outside of his advisory role, he manages a short-term rental business. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients, utilizing a range of portfolio management and retirement consulting solutions.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Roberto A

Series 66

Ft Smith, AR

Arvest Wealth management

Roberto Aguilar is a financial advisor at Arvest Wealth Management with one year of industry experience. He holds the Series 66 designation and has prior experience at Edward Jones, Southern Bancorp Bank, and The Ramirez Law Firm. Before entering the financial industry, he worked for six years at Chick-fil-A FSU. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Cody P

Series 66

Ft Smith, AR

Arvest Wealth management

Cody Pugh is a financial advisor at Arvest Wealth Management with 16 years of industry experience. He holds the Series 66 designation and has been with Arvest Wealth Management since 2010. The firm provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. Arvest manages assets through various portfolio management and retirement plan consulting services, with a client-focused approach guided by Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Abigail N

Series 66

Ft Smith, AR

Arvest Wealth management

Abigail Nowell is a Series 66 licensed financial advisor with Arvest Wealth Management in Ft. Smith, Arkansas, bringing four years of industry experience. Prior to joining Arvest in 2020, she worked at Nebraska Book Company and also had a role at Yaya's Euro Bistro. Abigail has a background that includes time at the University of Arkansas. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm combines fundamental, technical, quantitative, and qualitative analysis in its investment process and manages approximately $3.44 billion in regulatory advisory assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Philip G

Series 66

Ft Smith, AR

Arvest Wealth management

Philip Gottsponer is a Series 66 licensed financial advisor with seven years of industry experience. He has worked at Arvest Wealth Management since 2023 and previously was with Edward Jones from 2018 to 2023. Prior to his financial services career, he was employed at Danny's Electronics for four years. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with client strategies guided by Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Jeffrey S

ChFC®, Series 63

Ft Smith, AR

Arvest Wealth management

Jeffrey Shelton is a ChFC® credentialed financial advisor with 27 years of industry experience. He has been with Arvest Wealth Management and its related entities since 2004, currently serving at Arvest Wealth Management in Ft Smith, AR. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Konnor A

Series 66

Ft Smith, AR

Arvest Wealth management

Konnor Anawaty is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked at Arvest Wealth Management since 2021, with prior experience at DeWayne Trichell State Farm and the University of Arkansas. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm manages approximately $3.44 billion in advisory assets and employs a multi-disciplinary investment process that includes fundamental, technical, quantitative, and qualitative analysis.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Joel A

Series 66

Ft Smith, AR

Arvest Wealth management

Joel Amaro is a financial advisor at Arvest Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates and The Soccer Daily prior to joining Arvest Wealth Management. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, serving a broad client base with both discretionary and non-discretionary advisory services.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Jessie Z

Series 66

Ft Smith, AR

Arvest Wealth management

Jessie Zamaripas is a financial advisor with Arvest Wealth Management in Ft. Smith, AR, holding a Series 66 designation and nine years of industry experience. She has worked exclusively within the Arvest organization since 2012, including roles at Arvest Bank and Arvest Wealth Management. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm’s investment approach incorporates fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation and tailored strategies to align with clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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William O

Series 63, Series 65

Ft Smith, AR

Arvest Wealth management

William Orr is a financial advisor with Arvest Wealth Management in Fort Smith, Arkansas, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Nationwide Investment Services Corp and Voya Financial Advisors, Inc. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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