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Matthew S

Series 66

Little Rock, AR

BOK Financial Securities, Inc.

Matthew Smith is a financial advisor with BOK Financial Securities, Inc. in Little Rock, Arkansas. He holds the Series 66 designation and has 11 years of industry experience, all with BOKF, NA and BOK Financial Securities since 2015. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, municipalities, and government agencies. The firm offers fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, combining advisor contact with firm-driven investment research, asset allocation, and manager selection.

Wealth management Retirement income strategy Income planning Real estate investing
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Cory W

Series 66

Little Rock, AR

BOK Financial Securities, Inc.

Cory Willett is a financial advisor with BOK Financial Securities, Inc. in Little Rock, Arkansas, holding a Series 66 designation and 11 years of industry experience. He has been with BOK Financial since 2015. Outside of his advisory role, he is a 50% owner of a retail stationery store in Little Rock, which he co-manages with his wife. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities such as municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor contact with firm-provided investment research, asset allocation, and manager selection.

Wealth management Retirement income strategy Income planning Real estate investing
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Phillip B

Series 63, Series 65

Little Rock, AR

BOK Financial Securities, Inc.

Phillip Bailey is a financial advisor with BOK Financial Securities, Inc. in Little Rock, AR, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. He has been with BOK Financial since 2008. Outside of his advisory work, he is a co-owner of Languille River Hunting and Timber, LLC, a recreational hunting and timber management venture. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, and government entities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program along with financial planning and consulting. The firm combines in-house investment research and asset allocation with advisor-led client interaction.

Wealth management Retirement income strategy Income planning Real estate investing
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Olga M

Series 66

Little Rock, AR

BOK Financial Securities, Inc.

Olga Mathis is a Series 66-credentialed financial advisor with BOK Financial Securities, Inc. in Little Rock, Arkansas, where she has worked since 2015. She has 10 years of industry experience. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by an affiliated entity, and also operates as a registered broker-dealer licensed to offer insurance products.

Wealth management Retirement income strategy Income planning Real estate investing
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