Arvest Wealth Management promotes Tabi Lipscomb to lead trust services division
by December 20, 2022 9:54 am 1,253 views
Arvest Bank subsidiary Arvest Wealth Management (AWM) has promoted Tabi Lipscomb of Rogers to be president and CEO of its trust services division, effective Jan. 1.
She replaces Donny Rogers of Fort Smith, who AWM recently promoted to president of investment services.
Headquartered in Lowell, AWM is the wealth management division owned by the Walton family-owned Arvest Bank of Fayetteville.
AWM has approximately 360 employees who advise customers in three lines of business: Arvest Investments Inc. (registered FINRA and SEC broker/dealer), Arvest Trust and Arvest Insurance Co.
Lipscomb is the chief fiduciary and risk officer for the trust services division and brings more than 30 years of trust experience to her new role. Over the past 13 years, Lipscomb has held many positions with Arvest, where her responsibilities included supervising Arvest Trust teams.
“I’m honored and excited to take on this new role,” Lipscomb said. “I look forward to continuing the great work happening at Arvest Wealth Management and can’t wait to write the next chapter with our outstanding team.”
Before joining Arvest in 2008, Lipscomb worked in several executive leadership positions where she was responsible for complex fiduciary accounts, trust and estate administration, budgeting and financial accountability, compliance oversight, underwriting new and existing account risks, managing complaints and litigation, overseeing audits and more.
Lipscomb has a law degree from the University of Arkansas and a bachelor’s degree from Arkansas Tech University. She also holds Certified Trust and Fiduciary Advisor and Accredited Estate Planner designations and is a graduate of Cannon Financial Institute.
“I look forward to Tabi’s continued leadership and guidance,” said Asa Cottrell, Arvest Wealth Management president and CEO. “She’s already familiar with the successes of the Arvest Wealth Management team, so she’s perfectly positioned to capitalize on that momentum and help lead the team to even greater successes in the future.”