Personalized Service.
Commitment to Your Future.

Over $6 Billion Assets Under Management

A testament to the trust our clients place in us: We are proud to manage over $6 billion in assets for families and businesses just like yours.

Specialized Guidance for Every Path

Who We Serve

High-Net-Worth Individuals & Families

Private Wealth Management 

You have worked hard to build a portfolio of $2 million or more. Now, you need a partner who understands the complexities of significant wealth. We provide the tailored growth and preservation strategies required to protect your lifestyle and secure your future.

Trust Services for Multigenerational Wealth

You want to ensure your family is protected and your intentions are honored. Our fiduciary experts provide the guidance you need to navigate trust administration and estate planning, giving you and your heirs peace of mind through every transition.

Retirement Plans That Work for You and Your Team

You are committed to the people who make your company successful. We help you design and manage 401(k) retirement plans that attract top talent and reduce your corporate risk, allowing you to stay focused on growing your business.

Empowering Your Mission Through Financial Stewardship

You are dedicated to making a difference in the community. We provide the financial stewardship your foundation or nonprofit needs to manage and grow its assets, so your team can focus entirely on achieving your mission.

Our Committment to Client Success

1981

Year
Founded

Locations

Tulsa &
Oklahoma City 

$6 Billion

Assets Under
Management

88

Team
Members

Our Team

Meet the Advisors
Your Trusted Partners

Tulsa

Trust Advisory

Executive Vice President, General Counsel, & Corporate Secretary

Tulsa

Investment Management

Executive Vice President & Chief Investment Officer

Tulsa

Corporate

President & Chief Executive Officer

Tulsa

Corporate

Executive Vice President & Chief Operating Officer

Oklahoma City

Trust Advisory

Executive Vice President, Director of Oklahoma City

Tulsa

Trust Advisory

Senior Vice President & Director of Trust and Wealth Management

Tulsa

Retirement Plan Solutions

Senior Vice President & Director of Retirement Plan Solutions

Tulsa

Operations

Senior Vice President & Director of Operations

Tulsa

Wealth Advisory

Senior Vice President & Wealth Advisor

Why Clients Choose
Trust Company Oklahoma

Since 1981, we’ve helped individuals, families, and organizations preserve their wealth, navigate uncertainty, and build lasting financial legacies. We all have one guiding mission: to give you financial peace of mind.

Fiduciary First

We have built our firm so that every recommendation is driven by your specific goals rather than outside incentives or corporate pressure.

Rooted in Oklahoma

Founded in 1981, we are the state's oldest independent trust company. We deliver personalized service shaped by decades of local experience.

Experts You Can Count On

Our team includes, CPAs, CFP® professionals, and CFA® charterholders, all working collaboratively for you.

Tailored Service

We take the time to understand your unique needs and goals. Our hands-on, attentive guidance is personalized to your specific situation.

There When It Matters

During life's transitions or tough moments, our team is your steady partner, respectful, responsive, and reliable.

Holistic Approach

We offer comprehensive planning that considers all elements of your financial life. By integrating your investments, estate planning, and legacy goals, we provide a unified strategy designed to secure your future.

Get to know the team that believes your financial success starts with a genuine partnership built on trust, transparency, and personalized guidance.
We discuss our 2026 market outlook, what marital trusts are and who might benefit from them, and the latest promotions of TCO team members.
TCO Insights Team
Uncertainty came in many forms in 2025, including a reshuffling of the political landscape, the upending of global trade, & inflation.
Michael Abboud, CFA
Executive Vice President & Chief Investment Officer
We discuss what a Marital Trust is, the features and functions of this specialized trust, & how it might benefit your family.
Andrew King
Vice President & Trust Advisor

Expert Wealth Management

Building legacies for Oklahomans, one family at a time.

Let us help you build your financial legacy. At Trust Company Oklahoma, you’re more than a client. You’re a neighbor, and we honor the trust you place in us.