Anthony Phillips

Anthony Phillips

Anthony Phillips

National Sales Director at BOK Financial Institutional Wealth

BOK Financial

Expertise

  • Retirement Planning
  • Financial Planning
  • Investment Strategy

Anthony Phillips has all new business acquisition and product marketing for the Retirement Plan and Asset Services division of BOK Financial. His group works with institutional fiduciaries to help them effectively manage their assets. He joined BOKF in 2006 and has two decades of experience in the wealth management industry.

Phillips earned his bachelor's degree in business administration, management, at the University of Oklahoma Price College of Business. He later earned his master's degree in management at Southern Nazarene University.

Outside of the office, Phillips is a former board member at the Community Food Bank of Eastern Oklahoma. He enjoys traveling and cycling.

BOK Financial Corporation is a more than $50 billion regional financial services company headquartered in Tulsa, Oklahoma with more than $105 billion in assets under management and administration. The company's stock is publicly traded on NASDAQ under the Global Select market listings (BOKF). BOK Financial Corporation's holdings include BOKF, NA; BOK Financial Securities, Inc., and BOK Financial Private Wealth, Inc. BOKF, NA's holdings include TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions across eight states as: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial (in Arizona, Arkansas, Colorado, Kansas and Missouri); as well as having limited purpose offices Nebraska, Wisconsin, Connecticut and Tennessee. The entities held by BOK Financial Corporation are periodically referred to collectively as BOK Financial Corporation Group. Through its subsidiaries, BOK Financial Corporation provides commercial and consumer banking, brokerage trading, investment, trust services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bokf.com.

Securities, insurance, and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and an SEC registered investment adviser. Services may be offered under our trade name, BOK Financial Advisors.

Investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Risks applicable to any portfolio are those associated with its underlying securities.

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED | NOT GUARANTEED BY THE BANK OR ITS AFFILIATES | NOT DEPOSITS | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE.

The content in this article is for informational and educational purposes only and does not constitute legal, tax or investment advice. Always consult with a qualified financial professional, accountant or lawyer for legal, tax and investment advice. Neither BOK Financial Corporation nor its affiliates offer legal advice.

BOK Financial® is a trademark of BOKF, NA. Member FDIC. Equal Housing Lender . © 2025 BOKF, NA.