Samuel Scott, CFP®, CPA

Vice President

Senior Trust Investment Officer

Office: (479) 621-1706 Mobile: (479) 337-2656

swscott@arvest.com

Rogers, AR 72756 AR Ins. Lic. # 9846262

Sam is a vice president and senior trust investment officer for Arvest Wealth Management. He manages assets for trust clients and reviews their portfolios regularly. This includes focusing on strategic and tactical asset allocation, risk management, tax management and overall diversification. In addition to investment review, Sam monitors performance and completes investment compliance reviews.

Sam earned his degree in accounting from the University of Arkansas. He holds the Certified Public Accountant designation and is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining Arvest, Sam was a wealth strategist manager for another regional financial institution.

Arvest Wealth Management

Let the experienced trust and investment professionals with Arvest help you plan for your financial future and your legacy.

Check the background of our investment professionals on FINRA's BrokerCheck.

Visit FINRA's BrokerCheck

Services Provided

Retirement Planning

Estate Settlement

Trust Adminstration

Office details

Address

201 W Walnut Street
Rogers, AR 72756

Copyright © 2024 Arvest Bank. All Rights Reserved. Arvest Bank is a community-based financial institution serving Arkansas, Kansas, Missouri and Oklahoma.

Investment products and services provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank. Securities offered and cleared through Pershing LLC, a BNY Mellon company, member NYSE/SIPC. Insurance products made available through Arvest Insurance, Inc., which is registered as an insurance agency. Insurance products are marketed through Arvest Insurance, Inc., but are underwritten by unaffiliated insurance companies.

Advisory portfolio managers within Arvest Wealth Management Portfolio Management and Research are investment adviser representatives who provide portfolio management services with respect to certain of Arvest Wealth Management's investment advisory wrap fee programs: Investment Management Group (IMG).

Investments and Insurance Products: Not a Deposit | Not Guaranteed by the Bank or its Affiliates | Not FDIC Insured | Not Insured by Any Federal Government Agency | May Go Down in Value

Additional Arvest Wealth Management Disclosures are available here.
For more information about FINRA, please visit www.finra.org.
For more information about SIPC, please visit www.sipc.org.
For more information about the SEC, please visit www.sec.gov

Trust services provided by Arvest Bank.

Arvest Wealth Management home office located at 5201 Village Parkway, Rogers, AR 72758; mailing address PO Box 1515, Lowell, AR 72745.

California residents only: Do Not Sell or Share My Personal Information