Advisors at this firm
James M
Series 66
Lowell, AR
Arvest Wealth management
James Mazzanti is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding a Series 66 designation and 13 years of industry experience. He has worked at Arvest Wealth Management and Arvest Bank since 2016 and previously held positions at Wells Fargo Advisors and Wells Fargo Bank. He is dually employed by Arvest Bank, splitting his time between the bank and the wealth management firm. 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 asset management.
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.
Matthew C
Series 66
Lowell, AR
Arvest Wealth management
Matthew Campbell is a financial advisor at Arvest Wealth Management in Lowell, Arkansas, with 17 years of industry experience. He holds a Series 66 designation and has been with Arvest Wealth Management in various capacities since 2011. 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 a large advisor team supporting a broad client base.
Michael G
Series 66
Rogers, AR
Arvest Wealth management
Michael Gaffigan is a financial advisor with Arvest Wealth Management in Rogers, Arkansas, holding a Series 66 designation and eight years of industry experience. He has worked continuously with Arvest Wealth Management and Arvest Bank since 2016. Outside of his financial advisory role, he serves as a music minister at St. Stephens Catholic Church in Bentonville, Arkansas. 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 wide range of client needs through a mix of discretionary and non-discretionary asset management.
Edgar P
Series 66
Ft Smith, AR
Arvest Wealth management
Edgar Pacheco is a financial advisor at Arvest Wealth Management in Springdale, AR, holding a Series 66 credential with three years of industry experience. He has worked within various roles at Arvest Bank and Arvest Wealth Management since 2019. In addition to his financial services career, he serves in the Arkansas National Guard. 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 and retirement plan consulting, tailoring recommendations based on client objectives and Investment Policy Statements.
Chad M
Series 66
Fayetteville, AR
Arvest Wealth management
Chad Meyer is a financial advisor at Arvest Wealth Management with seven years of industry experience. He holds the Series 66 designation and previously worked at FTB Advisors and Transact Futures. 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 tailored to client objectives.
Pierce B
CFP®, Series 66
Lowell, AR
Arvest Wealth management
Pierce Baker is a CFP® and holds a Series 66 license, with 13 years of industry experience. He has worked at Arvest Wealth Management since 2017 and was previously with Arvest Asset Management from 2014 to 2017. 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. The firm’s client teams tailor recommendations based on Investment Policy Statements, managing a mix of discretionary and non-discretionary assets.
James B
Series 66
Little Rock, AR
Arvest Wealth management
James Baker is a financial advisor at Arvest Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at Arvest Wealth Management and Arvest Bank since 2019, with prior experience at Ameriprise Financial Services. He divides his time equally between Arvest Bank’s Trust Department and Arvest Wealth Management. 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, operating as both a registered investment adviser and a broker-dealer.
Bradley S
Series 66
Broken Arrow, OK
Arvest Wealth management
Bradley Soliman is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds the Series 66 designation and has worked at Arvest Wealth Management since 2021, following a brief tenure at Inspire Financial Group. Outside of his advisory role, he has been involved in education, working at Northeastern State University since 2017 and previously at Tahlequah High School. 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.
William D
CFP®, Series 66
Lowell, AR
Arvest Wealth management
William Deweese is a CFP® and Series 66 credentialed advisor with 17 years of industry experience. He has been with Arvest Wealth Management since 2008. 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, serving a broad client base with a combination of discretionary and non-discretionary asset management.
David F
Series 66
Wagoner, OK
Arvest Wealth management
David Frost is a financial advisor with Arvest Wealth Management, holding a Series 66 designation and 18 years of industry experience. He has been with Arvest Wealth Management since 2015. 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, managing a mix of discretionary and non-discretionary assets.
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.
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.
Ashley R
Series 66
Tulsa, OK
Arvest Wealth management
Ashley Rucker is a financial advisor at Arvest Wealth Management in Bartlesville, OK, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Arvest Bank and Red Apple Bowling Center. 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, tailoring recommendations based on client objectives and Investment Policy Statements.
Denise B
Series 63, Series 65
Lowell, AR
Arvest Wealth management
Denise Beckmann is a financial advisor with Arvest Wealth Management in Lowell, AR, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Arvest Asset Management since 2015. Arvest Wealth Management offers investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm provides portfolio management through wrap programs and retirement plan consulting, tailoring recommendations based on client objectives and Investment Policy Statements.