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Laura Ann Bartlett

Laura Ann Bartlett

Institutional Wealth Senior Business Development Officer BOK Financial
  • Native American Services
  • Nonprofits, Endowments, Foundations
  • Institutional Wealth

Laura Bartlett leads business development efforts in investment management, full-service retirement plans and asset services throughout Arizona, New Mexico and other Western states. She helps organizations ensure that their investment programs and retirement plans support their philosophy, mission and objectives. She also develops relationships with leaders in businesses, governments and non-profit organizations. She joined BOK Financial in 2013.

Bartlett holds numerous designations, including edited Accredited Investment Fiduciary Analyst (AIFA) and Certified Employee Benefits Specialist (CEBS), as well as certifications in financial planning and compensation consultancy. She enjoys speaking on topics related to financial literacy, fiduciary investment processes and institutional retirement planning.

Outside of the office, she enjoys golf, hiking, fitness and family time.

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Laura Ann Bartlett, CEBS, AIFA

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