Arvest Wealth Management

Congratulations to Arvest Wealth Management Vice President and Senior Client Advisor Mindy Craig on this recognition from the Northwest Arkansas Business Journal! https://lnkd.in/gjY8rK-a AR Ins. Lic. # 16510634 Brokerage services provided by Arvest Wealth Management, member FINRA/SIPC.

Join us in congratulating Kelley Hunt on his promotion to Senior Client Advisor! He's been with us for seven years and brought 33 years of previous experience in financial services. Kelley truly enjoys helping others. He cares deeply for his clients and enjoys developing relationships as he helps them meet their goals. Thank you, Kelley, for your hard work and commitment to our customers. AR Ins. Lic. #1661503 Arvest Investments, Inc., member FINRA/SIPC

“We’re proud to represent Arkansas on this list for the third consecutive year. Our Retirement Plan Consulting team is a group of dedicated, driven Arvest associates who care for their clients and continue to make an impact on the industry year after year.” - Asa Cottrell, president and CEO of Arvest Wealth Management.

We are pleased to introduce Joshua Coody, senior vice president and client advisor for Arvest Wealth Management. Joshua has worked for Arvest since 2012 in various capacities, giving him a unique set of skills to serve his clients. Previously, he was a senior vice president and product manager for Arvest Wealth Management and obtained the Certified Wealth Strategist? designation in 2015. Welcome, Joshua!

We are pleased to announce the promotion of Cathy Brazeale to Arvest Wealth Management Senior Trust Officer. Cathy joined the Fort Smith Trust Team in 2022, bringing over 36 years of trust administration experience. Her tenure in the fiduciary services industry, paired with her leadership, passion, and initiative, make her an incredible member of our team. Congratulations, Cathy! Trust services provided by Arvest Bank.

Join us in congratulating Mindy Craig on her promotion to Senior Client Advisor! She's been with us for 18 years and has worked in various roles, contributing to her well-rounded knowledge as an Arvest Wealth Management advisor. She is passionate about educating her clients and is dedicated to helping people reach their financial goals by looking at their whole financial picture. Thank you, Mindy, for your hard work and commitment to our customers!

Mark your calendars! Tax season is here, and there are deadlines approaching. Stay informed and organized by checking out these important dates. *These dates could be subject to change. If you have any further questions, please consult with a qualified tax advisor or www.irs.gov.

Whether you are selecting a retirement account or considering a conversion to a Roth account there are important factors to consider. https://arve.st/3TgwdFK

As year-end approaches, are you aware of these important developments and rules for required minimum distributions? https://lnkd.in/g9sXZqVg #Arvest #WealthManagement #FinancialEducation

Arvest Portfolio Management and Research provides an outlook on market conditions and the economy in the November Viewpoint: In Brief. Read the abridged report here: https://lnkd.in/g3YTUtKp