Verified recordInvestment Management

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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Email

1 credit

d•••••••@arvest.com

Phone

5 credits

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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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