Dillon Brumbaugh
Trust Investment Officer at Arvest Wealth Management
Based in Tulsa, United States
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Seniority
Director
Department
Finance & Accounting
Location
Tulsa
Industry
Investment Management
Company size
206
Contact information
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d•••••••@arvest.com
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Background
About Dillon Brumbaugh
Dillon is a trust investment officer with Arvest Wealth Management, where he oversees and manages clients' trust portfolios with the goal of both growing and protecting their assets. Dillon's approach to trust investments combines a deep understanding of market dynamics with a commitment to the fiduciary responsibilities entrusted to him. Dillon brings an extensive background in the financial industry, specializing in investment strategies, managing risks and diversifying portfolios. He has spent his career focusing on complex financial planning and investment management. Dillon holds a bachelor's degree from Southern Nazarene University, is an Accredited Wealth Management Advisor™ and earned the Chartered Retirement Planning Consultant™ designation. He serves his community, where he is on the Riverfield Country Day School finance committee and is a member of the Tulsa Estate Planning Forum. In his personal time, Dillon enjoys spending time outdoors with his wife and daughter and their two dogs.
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