Joe Ray articles

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It Takes a Team – The Recipe for Successful Estate Planning

Couples get better investment results when both spouses discuss their views with their financial professionals.

2020 OCTOBER NEWSLETTER

Alzheimer’s And Dementia Patients Are Easy Prey For Scammers

Avoid being a victim of financial exploitation.

Alzheimer’s and Dementia Patients Are Easy Prey For Scammers

Each day, Alzheimer’s or dementia patients are at a high risk of being financially exploited. Learn how to spot it and how to prevent it.

Our Commitment

We opened our doors for business over 37 years ago, not yesterday. We are not a start up, pressured for quick results. Read Joe Ray’s letter.

Please Help Us Welcome Joe Ray, Veteran of Trust Administration and Asset Management

Introducing Senior Vice President and Manager of the Oklahoma City Region Joe Ray.