Brandy Marion

Brandy Barnes Marion

Retirement Plans Education Manager Bank of Oklahoma
Expertise
  • Financial Planning
  • Investment Strategy
  • Retirement Planning

Brandy Barnes Marion serves over 100,000 retirement plan participants coast to coast by giving them the most up to date financial and retirement information in everyday terms. Marion started her journey with BOKF in 2001 as a financial consultant but transferred to her current role so she could reach as many people as possible. Her life's goal is to help everyone she comes into contact with create an achievable retirement goal.

Marion earned an undergraduate degree in business administration marketing from Oklahoma State University and has been working in the financial industry since 1999. She holds Series 7, 63, and 65 licenses and has been a Chartered Retirement Planning Counselor (CRPC) since 2006.

Marion feels that she has the opportunity to change the trajectory of people’s lives with her message on saving for retirement. In 2019, she gave a TED Talk at TEDxUTulsa on how to make the most money and pay the least amount of taxes (legally, of course). In her free time, Marion enjoys hiking, yoga, Orange Theory Fitness classes and walking her two dogs.

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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.

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