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Arvest Wealth Management

Banking & Finance / Investments

Asset Ascent: Three Investment Firms See 40%+ Asset Growth

The biggest of the bunch is Legacy Capital Wealth Partners (No. 7), which nearly doubled its $560 million total in 2022. The Little Rock firm’s almost 82.5% climb propelled it beyond $1 billion this year. read more >
Eric Varner
Banking & Finance / Construction / Energy / Real Estate

Eric Varner Promoted to VP at Kelley Commercial Partners (Movers & Shakers)

Varner joined Kelley in 2013. read more >
Kendra Cain
Banking & Finance / Insurance / Investments

Arvest Wealth Hires Kendra Cain as Chief Compliance Officer

She replaces the retiring Tom Harps, who is stepping down after 17 years in the position. read more >
Tabi Lipscomb
Banking & Finance / Investments

Tabi Lipscomb Named Head of Arvest Bank-Trust

Lipscomb currently serves as chief fiduciary and risk officer at Arvest Bank-Trust. read more >
Donnie Crain
Banking & Finance / Education / Legal / Nonprofits

Donnie Crain Named President and CEO of the Morrilton Area Chamber of Commerce (Movers & Shakers)

Crain will also serve as president of the Conway County Economic Development Corp. read more >
Investments

Arvest Wealth Expands Planning Team

David Boekeloo, an outside consultant for three years, is joining the team full-time. read more >
Andrea Rose
Banking & Finance

1 Promoted at Alcoa Community Federal Credit Union (Movers & Shakers)

Andrea Rose has been promoted to mortgage loan originator after five years with the credit union. read more >
Donny Rogers, president of Arvest Wealth Management Investment Services
Banking & Finance / Investments

Donny Rogers Named Head of Arvest Wealth Investment Services

Rogers will replace Calvin Jarrett, who is retiring in early 2023 after more than 35 years with Arvest. read more >
Banking & Finance / Investments

Arvest Wealth Management Launches New Team

The Advanced Planning Team will focus on delivering strategies, products and services for high-net-worth individuals and households. read more >
Banking & Finance / Business Services / Investments

Asa Cottrell To Head Arvest Wealth Management (Super Mover)

He has more than 30 years of industry experience. read more >
Banking & Finance / Investments

Asa Cottrell Named Next Head of Arvest Wealth Management

Arvest Bank CEO Kevin Sabin said Cottrell brings a "unique range of experience and perspective" to the job. read more >
Kim Cullum and Mark Wilson of FAB&T in Jacksonville
Banking & Finance / Business Services / Investments

Cullum, Wilson Go Forward at FAB&T (Movers & Shakers)

First Arkansas Bank & Trust in Jacksonville promotes Kim Cullum and Mark Wilson. read more >
Gail Murdoch, owner of Cardinal Investment Group of Conway, said the 2020 stock market drop rattled many individual investors.
Business Services / Education / Government & Politics / Health Care / Investments / Public Companies / Retail

Retirement Advice Affirmed By 2020: Hold FastLock Icon

Many experts say the best way to invest for retirement is to put money in stocks and bonds and then hold tight. read more >
James Bell of the Greater Bentonville Area Chamber of Commerce
Agriculture & Poultry / Banking & Finance / Business Services / Education / Media & Marketing

Bell Moves to Bentonville Chamber (NWA Movers & Shakers)

James Bell has joined the Greater Bentonville Area Chamber of Commerce as vice president of economic development, entrepreneurship and innovation. read more >
The Stephens Inc. Building in downtown Little Rock
Banking & Finance / Business Services / Insurance / Investments / Public Companies

State’s Financial Firms Add Assets Under Management

While two registered investment advisory firms associated with Stephens Inc. of Little Rock remain firmly atop the annual list of the state’s largest money managers, even the second-tier firms are posting impressive new totals of assets under management. read more >
Katherine Polczynski and Melissa Kleusner of Relyance Bank in Hot Springs.
Banking & Finance / Business Services / Insurance / Investments / Real Estate

Advancements Made at Relyance, Arvest (Movers & Shakers)

Katherine Polczynski and Melissa Kleusner have received promotions at Relyance Bank in Hot Springs. Chris Vanwinkle and Amber Haydar French have been promoted to client advisers at Arvest Wealth Management. read more >
L. Dan Fry of Gadberry Financial Group in Little Rock.
Business Services / Government & Politics / Investments

Fry Named EVP at Gadberry Financial (Movers & Shakers)

L. Dan Fry has been hired as the executive vice president of business development and retirement plan consulting services at Gadberry Financial Group in Little Rock. read more >
The Stephens Building in downtown Little Rock.
Banking & Finance / Business Services / Insurance / Investments / Real Estate

Brokers, Trust Units Stable; Money Managers Up in Arkansas

A surge in assets under management by registered investment advisory firms in North Little Rock, Fayetteville and Little Rock has shaken up this year’s list of money managers in Arkansas. read more >
Lance Belline, left, is the founder of Lighthouse Financial. Dax Weindorf, right, is managing partner.
Banking & Finance / Business Services / Education / Media & Marketing / Public Companies

‘Thriving’ Brokerage Industry Evolving as Investors Seek HumansLock Icon

Despite the rise of online stock investing, Arkansas has seen a rise in the number of agents licensed to trade securities. read more >
Sergio Santamaria of the UA: Artificial intelligence allows for the detachment of emotion and minimizes errors.
Banking & Finance / Business Services / Education / Investments

AI Advisers See New World in Wealth ManagementLock Icon

Artificial intelligence — AI — software that employs “machine learning” has made huge strides in the past few years, primarily because of improvements in computer processing power and data storage. read more >