Hannah Bode
Vice President | Senior Client Advisor - Investments at Arvest Wealth Management
- Role
- Vice President Senior Client Advisor - Investments at Arvest Wealth Management
- Location
- Bartlesville, OK, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Hannah Bode
Hannah Bode was raised on a cattle ranch in Nowata County, southeast of Bartlesville and…
Experience
Vice President Senior Client Advisor - Investments
Feb 2017 — Present · Bartlesville, OK, US
Skills
- Bonds
- Retirement Planning
- Mutual Funds
- Sep Ira
- Wealth Management
- Financial Strategies
- Event Planning
- 401k
- College Savings Plans
- Microsoft Office
- Roth Ira
- Loans
- Fixed Annuities
- Stocks
- Annuities
- Retirement
- Portfolio and Retirement Reviews
- Estate and Legacy Strategies
- 529 Plans
- Asset Allocation
- Microsoft Excel
- Simple Ira
- Estate Considerations
- 401k Rollovers
- Risk Assessment
- Traditional Ira
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