Wealth Management

Let us help you plan for a secure financial future.

 

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.

headshot of Jon Bowers

Jon Bowers

Senior Vice President, Regional Manager
Wealth & Fiduciary Management, Retirement Services
Oklahoma City
(405) 270-4771
Jon.Bowers@BancFirst.bank

 

headshot of Kristin Haynes-Dixon

Kristin Haynes Dixon

Vice President, Trust Officer
Wealth & Fiduciary Management
Oklahoma City
(405) 270-1058
Kristin.HaynesDixon@BancFirst.bank

headshot of Sara Wilson

Sara Wilson

Vice President, Trust Officer
Wealth & Fiduciary Management
Oklahoma City
(405) 270-1039
Sara.Wilson@BancFirst.bank

headshot of Mike Reynolds

Mike Reynolds

Vice President, Trust Officer
Wealth & Fiduciary Management
Oklahoma City
(405) 218-4104
Mike.Reynolds@BancFirst.bank

headshot of James Dickson

James Dickson

President, Senior Trust Officer
Wealth & Fiduciary Management, Corporate Trust
Oklahoma City
(405) 270-4743
James.Dickson@BancFirst.bank

 

Headshot of Kevin Morrissey

Kevin Morrissey

Vice President, Trust Officer
Wealth & Fiduciary Management, Retirement Services
Oklahoma City
(405) 218-4032
Kevin.Morrissey@BancFirst.bank

 

headshot of Jordan Horn

Jordan Horn

Vice President, Trust Officer
Wealth & Fiduciary Management
Oklahoma City
(405) 218-4081
Jordan.Horn@BancFirst.bank

headshot

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

Headshot of Geoff Johnson

Geoff Johnson

Senior Vice President, Regional Manager
Wealth & Fiduciary Management, Retirement Services
Duncan
(580) 251-7033
Geoff.Johnson@BancFirst.bank

headshot of Carolyn Pollock

Carolyn Pollock

Vice President, Trust Officer
Wealth & Fiduciary Management
Duncan
(580) 251-7034
Carolyn.Pollock@BancFirst.bank

headshot of Susan Henderson

Susan Henderson

Vice President, Trust Officer
Wealth & Fiduciary Management, Retirement Services
Ardmore
(580) 221-5321
Susan.Henderson@BancFirst.bank

headshot of Daniel Vernon

Daniel Vernon

Assistant Vice President, Trust Officer
Wealth & Fiduciary Management, Retirement Services
Ardmore
(580) 221-5323
Daniel.Vernon@BancFirst.bank

headshot of Michael C. Smith

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

Customer Service
Outside Oklahoma
Hours of Operation
  • M-F: 7 a.m.-10 p.m.
  • Sat: 8 a.m.-10 p.m.
  • Sun: Noon-10 p.m.

Open all holidays except Easter, Thanksgiving, and Christmas.