Plano, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
BOK Financial Private Wealth, Inc.
Multi-team
Firm-wide stats for BOK Financial Private Wealth, Inc.
About
BOK Financial Private Wealth, Inc. provides discretionary and limited non‑discretionary investment management, wealth advisory and financial planning services to high‑net‑worth individuals, trusts, estates, pension and profit‑sharing plans, and other entities. The firm manages client portfolios, offers tailored financial planning (often through its affiliate BOKF, NA), and serves as a sub‑adviser to separately managed account programs and Private Placement Life Insurance (PPLI) arrangements.
The firm’s investment process is team‑based and built on research from BOKF, NA’s Strategic Investment Advisors group; portfolios are typically diversified across equities, fixed income and other asset classes, rebalanced to target allocations, and may include outside sub‑advisors such as affiliate Cavanal Hill Investment Management (CHIM). Advisors work with each client’s objectives and constraints to customize plans, and the firm provides fiduciary support and asset‑allocation guidance for 401(k) and other ERISA retirement plans.
What distinguishes the firm from many peers is its integration with a broader financial holding company: it is a wholly owned subsidiary of BOK Financial Corporation and operates under service arrangements with BOK Financial that provide custody, trust and administrative support, while affiliated entities include a broker‑dealer that is a municipal securities dealer and an institutional‑focused investment manager (CHIM). These affiliations enable access to bank and trust services, municipal securities capabilities and institutional fixed‑income inventories, and the firm discloses that client relationships custodialized with BOK Financial may result in custody considerations and surprise audits.
Based on BOK Financial Private Wealth, Inc.
Expertise
Based on BOK Financial Private Wealth, Inc.
Location
5601 Granite Parkway, Suite/Floor 1300
Plano TX 75024
Advisors at this office
2
Advisors at this office
George D
Series 66
Plano, TX
BOK Financial Private Wealth, Inc.
George Decell is a financial advisor with BOK Financial Private Wealth, Inc. in Plano, TX. He holds a Series 66 designation and has eight years of industry experience. Prior to joining BOK Financial, he worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. BOK Financial Private Wealth, Inc. provides discretionary and limited non-discretionary investment management, wealth advisory, and financial planning services primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm employs a team-based investment process informed by research from BOKF, NA’s Strategic Investment Advisors group and benefits from integration with its broader financial holding company, offering custody, trust, and administrative support alongside affiliated institutional investment capabilities.
Andrew H
CFA®, Series 66
Plano, TX
BOK Financial Private Wealth, Inc.
Andrew Hicks is a CFA® charterholder with 16 years of industry experience. He is currently with BOK Financial Private Wealth, Inc., where he has worked since 2019. Prior to joining BOK Financial, he was employed at AllianceBernstein L.P. from 2010 to 2014. BOK Financial Private Wealth, Inc. offers discretionary and limited non-discretionary investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm employs a team-based investment process supported by research from BOKF, NA’s Strategic Investment Advisors group, and provides fiduciary support and asset-allocation guidance, leveraging its integration within the broader BOK Financial Corporation.
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