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Jerry Roberts, CWS®
Jerry is a senior vice president and senior client advisor with Arvest Wealth Management. He specializes in asset allocation, professional money management and finding income solutions for private banking clients. Jerry strives to make all asset management tools and resources available to his clients, resulting in the best financial solutions for the clients and their families. His top priority is to help his clients achieve financial independence and freedom through continuous dialogue and goal setting geared around the client's dreams and wishes.
Jerry joined Arvest in 1989 as a client advisor and in 2012 joined the private banking team, where he works side-by-side with our private banking officers. He graduated summa cum laude from the University of Arkansas where he earned a degree in agricultural business & economics. A resident of Springdale since 1976, Jerry and his wife, Amber, daughter, Halle, and son, Jax, are active in their church and community.
Arvest Wealth Management
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