Carrie Coles is a senior client advisor for Arvest Wealth Management. She helps business owners and retirees with estate planning, wealth transfer, legacy and investment strategies. She partners with client advisors, trust officers and retirement plan advisors in servicing high-net-worth clients to help ensure their financial goals are achieved. Carrie believes the key to a successful financial plan is to build a plan you can implement over time with the ability to make minor adjustments along the way. Her wealth management reviews focus on strategic and tactical asset allocation, risk management and tax considerations. Carrie earned a bachelor's degree in business administration. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Wealth Strategist® practitioner. She joined Arvest in 1998 and has over 30 years of banking and investment experience.
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