Arvest Wealth Administration promotes Tabi Lipscomb to steer belief providers division

Arvest Financial institution subsidiary Arvest Wealth Administration (AWM) has promoted Tabi Lipscomb of Rogers to be president and CEO of its belief providers division, efficient Jan. 1.

She replaces Donny Rogers of Fort Smith, who AWM just lately promoted to president of funding providers.

Headquartered in Lowell, AWM is the wealth administration division owned by the Walton family-owned Arvest Financial institution of Fayetteville.

AWM has roughly 360 workers who advise clients in three traces of enterprise: Arvest Investments Inc. (registered FINRA and SEC dealer/vendor), Arvest Belief and Arvest Insurance coverage Co.

Lipscomb is the chief fiduciary and danger officer for the belief providers division and brings greater than 30 years of belief expertise to her new function. Over the previous 13 years, Lipscomb has held many positions with Arvest, the place her obligations included supervising Arvest Belief groups.

“I’m honored and excited to tackle this new function,” Lipscomb mentioned. “I sit up for persevering with the nice work occurring at Arvest Wealth Administration and might’t wait to jot down the following chapter with our excellent group.”

Earlier than becoming a member of Arvest in 2008, Lipscomb labored in a number of government management positions the place she was liable for advanced fiduciary accounts, belief and property administration, budgeting and monetary accountability, compliance oversight, underwriting new and present account dangers, managing complaints and litigation, overseeing audits and extra.

Lipscomb has a legislation diploma from the College of Arkansas and a bachelor’s diploma from Arkansas Tech College. She additionally holds Licensed Belief and Fiduciary Advisor and Accredited Property Planner designations and is a graduate of Cannon Monetary Institute.

“I sit up for Tabi’s continued management and steering,” mentioned Asa Cottrell, Arvest Wealth Administration president and CEO. “She’s already acquainted with the successes of the Arvest Wealth Administration group, so she’s completely positioned to capitalize on that momentum and assist lead the group to even higher successes sooner or later.”