Arvest Wealth Management
Megan Markham Hired as VP, Marketing at the Little Rock Regional Chamber (Movers & Shakers)
She previously served as foundation relations manager at Conway Regional Health System. read more >
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 Promoted to VP at Kelley Commercial Partners (Movers & Shakers)
Varner joined Kelley in 2013. read more >
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 Named Head of Arvest Bank-Trust
Lipscomb currently serves as chief fiduciary and risk officer at Arvest Bank-Trust. read more >
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 >
Arvest Wealth Expands Planning Team
David Boekeloo, an outside consultant for three years, is joining the team full-time. read more >
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 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 >
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 >
Asa Cottrell To Head Arvest Wealth Management (Super Mover)
He has more than 30 years of industry experience. read more >
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 >
Cullum, Wilson Go Forward at FAB&T (Movers & Shakers)
First Arkansas Bank & Trust in Jacksonville promotes Kim Cullum and Mark Wilson. read more >
Retirement Advice Affirmed By 2020: Hold Fast
Many experts say the best way to invest for retirement is to put money in stocks and bonds and then hold tight. read more >
by Marty Cook -
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 >
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 >
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 >
by Gwen Moritz -
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 >
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 >
by Gwen Moritz -
‘Thriving’ Brokerage Industry Evolving as Investors Seek Humans
Despite the rise of online stock investing, Arkansas has seen a rise in the number of agents licensed to trade securities. read more >
by Marty Cook -
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