Arvest Wealth management

James Mazzanti is a financial advisor with Arvest Wealth Management in Fayetteville, Arkansas, holding a Series 66 designation and 13 years of industry experience. He has been with Arvest Wealth Management and Arvest Bank since 2016, splitting his time primarily between the two. Arvest Wealth Management offers investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm applies a diverse investment approach incorporating fundamental, technical, quantitative, and qualitative analysis, with a focus on asset allocation and customized strategies aligned with clients’ goals and risk tolerances.

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 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 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 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.

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 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 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, splitting his time evenly between the two. Prior to that, he was with Ameriprise Financial Services, Inc. from 2016 to 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’s investment approach combines fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation and tailored strategies aligned with clients’ objectives and risk tolerances.

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 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 Frost is a financial advisor at Arvest Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has been with Arvest since 2015. 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 employs a multifaceted investment process that includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and customized strategies aligned with clients’ objectives and risk tolerances.

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 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 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.

Sasha Gray is a financial advisor at Arvest Wealth Management in Tulsa, OK, holding Series 63 and Series 66 licenses with 12 years of industry experience. Prior to joining Arvest Wealth Management, Sasha worked at LPL Financial LLC/Financial Planning Resources and Fidelity Investments. Outside of advisory work, Sasha is the owner of a non-investment related business called Gnome Place Like Home. 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 client solutions tailored to specific objectives and implemented through various program structures.