Cady named ‘Top Wealth Advisor Mom’
Amy Cady, a managing director – investment officer at Wells Fargo Advisors in Bartlesville, has been recognized as a 2018 Top Wealth Advisor Mom by Working Mother Magazine.
“It’s an honor to be named to this ranking,” Cady said. “Each day, I show up with one goal in mind — helping my clients succeed financially. It is quite an honor to be recognized for doing what I love to do.”
Cady has 23 years of experience in the financial services industry. She holds a bachelor’s degree in Business Administration from Oklahoma Wesleyan University.
The Working Mother’s Top Women Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
Nelson, Taylor promoted to SVPs
Arvest Wealth Management, a division of Arvest Bank, recently announced Terri Taylor has been promoted to senior vice president and client advisor, and David Nelson has been promoted to senior vice president and trust advisor.
Taylor has 29 years of industry experience and previously served as a vice president. She earned bachelor’s degrees at Pittsburg State University and the University of Oklahoma. Additionally, Taylor is Series 7- and Series 66-licensed, and is a Certified Trust andFinancial Advisor.
Nelson, who has 10 years of industry experience, had been working solely as a trust specialist. Nelson earned a bachelor’s degree at Western Illinois University and is a Certified Financial Planner and Certified Trust and Financial Advisor.
Both Taylor and Nelson are based out of the Arvest Bank location at 100 SE Frank Phillips Blvd., in Bartlesville.
Washington County office opens Oct. 2
A location has been secured and a grand opening is being planned from 6:30-8 p.m. Oct. 2, at the 2018 Washington County Republican Party Headquarters, 214 Frank Philips Blvd. in downtown Bartlesville. The downtown location previously housed The French Nest. The opening, which includes coffee and desserts, will feature as many candidates or candidate representatives as possible to provide information, inform voters and answer questions.
“We invite everyone interested in a Republican victory on November 6 to come meet the candidates in person to educate themselves on those who are most qualified,” said Joe Beffer, Washington County Republican party chairman.
In the weeks following the grand opening, the headquarters will be open until election day from 11 a.m. to 2 p.m. on weekdays and Saturdays from 9 a.m. to noon. Materials including yard signs, posters, bumper stickers, buttons and voter registration forms will be available. When sample ballots are ready, they will also be available.
All those interested in volunteering can sign up at the grand opening celebration or call 918-914-9808.