Not insured by the FDIC; Not a deposit or other obligation of, or guaranteed by, BancFirst; Subject to investment risks, including possible loss of the principal amount invested.
Enhancing your financial security now … and from now on.
At BancFirst, managing your wealth is driven by one primary principle - always act in the best interest of the client. Our first responsibility is to you, and everything we do and every recommendation we offer is based on that perspective. Each of our financial decisions has one simple goal: to enhance your financial security now.
Our scope of services
- Financial Planning
- Retirement Income Planning
- Investment Management (Individual and Institutional)
- Investment Consulting
- Trust Management
- Oil and Gas Mineral Management
- Real Property Management
- Charitable Giving Strategies
- Custody Services
- Individual Retirement Account (IRA) Management
- Corporate Retirement Plan Management
To learn more about our wealth management services, contact us or visit one of our branches in Oklahoma.
Meet Our Team
Together, we will design a personalized wealth strategy to fit your needs. Let's talk today.
Jon Bowers
Senior Vice President, Regional Manager
Wealth Management, Fiduciary Services,
Retirement Services
Oklahoma City
(405) 270-4771
Jon.Bowers@BancFirst.bank
Kristin Haynes Dixon
Senior Vice President, Trust Officer
Wealth Management, Fiduciary Services
Oklahoma City
(405) 270-1058
Kristin.HaynesDixon@BancFirst.bank
Sara Wilson
Senior Vice President, Trust Officer
Wealth Management, Fiduciary Services
Oklahoma City
(405) 270-1039
Sara.Wilson@BancFirst.bank
Mike Reynolds
Senior Vice President, Trust Officer
Wealth Management, Retirement Services
Oklahoma City
(405) 218-4104
Mike.Reynolds@BancFirst.bank
James Dickson
President, Senior Trust Officer
Wealth Management, Fiduciary Services,
Retirement Services, Corporate Trust
Oklahoma City
(405) 270-4743
James.Dickson@BancFirst.bank
Kevin Morrissey
Vice President, Trust Officer
Wealth Management, Retirement Services
Oklahoma City
(405) 218-4032
Kevin.Morrissey@BancFirst.bank
Jordan Horn
Vice President, Trust Officer
Wealth Management, Fiduciary Services
Oklahoma City
(405) 218-4081
Jordan.Horn@BancFirst.bank
Monty Curry
Senior Vice President, Regional Manager
Wealth & Fiduciary Management, Retirement Services
Tulsa
(918) 664-3417
Monty.Curry@BancFirst.bank
Madison D. Cataudella
Assistant Vice President, Trust Officer
Wealth & Fiduciary Management
Tulsa
(918) 664-3419
Madison.Cataudella@BancFirst.bank
Mark McCullough
Vice President, Trust Officer
Wealth & Fiduciary Management
Tulsa
(918) 664-3448
Mark.McCullough@BancFirst.bank
Geoff Johnson
Senior Vice President, Regional Manager
Wealth & Fiduciary Management, Retirement Services
Duncan
(580) 251-7033
Geoff.Johnson@BancFirst.bank
Carolyn Pollock
Vice President, Trust Officer
Wealth & Fiduciary Management
Duncan
(580) 251-7034
Carolyn.Pollock@BancFirst.bank
Susan Henderson
Vice President, Trust Officer
Wealth & Fiduciary Management, Retirement Services
Ardmore
(580) 221-5321
Susan.Henderson@BancFirst.bank
Daniel Vernon
Assistant Vice President, Trust Officer
Wealth & Fiduciary Management, Retirement Services
Ardmore
(580) 221-5323
Daniel.Vernon@BancFirst.bank
Michael C. Smith
Vice President, Trust Officer
Wealth & Fiduciary Management, Retirement Services
Duncan
(580) 251- 7037
MichaelC.Smith@BancFirst.bank
Fiduciary Services
Protect what matters most. Fiduciary services include but aren't limited to:
- Estate planning
- Trust administration
- Portfolio management
