Becca Mitchell joined Trust Company Oklahoma as an investment officer in 2018.
As vice president in our investment management division, she focuses on foundation and endowment management, corporate retirement plans, retirement planning, and wealth management.
MBA, University of Tulsa
Chartered Financial Analyst® (CFA)
Certified Financial Planner® (CFP)
Becca currently serves on the Student Investment Advisory Fund Board at the University of Tulsa. In this role, she supports and reviews student investment decisions for a portion of the university endowment, fulfilling the funds dual mandate of providing scholarships and giving students the opportunity to manage an actual investment portfolio.
In the past, she has volunteered with Reading Partners and held a number of positions, including a provisional member of Junior League of Tulsa and secretary and vice president, with Clarehouse.
Becca enjoys reading, baking, and exploring Tulsa with her husband and son. She has travelled to more than 20 countries and looks forward to visiting more.
Since 1981, we’ve helped individuals, families, and organizations preserve their wealth, navigate uncertainty, and build lasting financial legacies — all with one guiding mission: to give you financial peace of mind.
Our advisors aren’t just credentialed professionals; they’re your neighbors, mentors, and advocates. From volunteering locally to guiding client legacies, we believe trust is built through service both inside and outside the office.
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