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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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Brandy Marion

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