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Laura Ann Bartlett

Laura Ann Bartlett

Institutional Wealth Senior Business Development Officer BOK Financial

Expertise

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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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 . © 2024 BOKF, NA.