Ft Smith, AR Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,936,350,686
ClientsTotal clients
6,689
AdvisorsAdvisors at this office
35
Of 204 advisors across 30 offices
Location
5000 Rogers Ave
Ft Smith AR 72903
Advisors at this office
35
Advisors at this office
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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