Melissa Lord

Melissa Lord

Melissa Lord

Director of Investment Fiduciary and Consulting Services

BOK Financial

Expertise

  • Investment Strategy
  • Retirement Planning
  • Wealth Management

Melissa Lord works with companies and institutions on the investment decision-making processes they use when offering a retirement plan. Her goal is to help retirement plan participants build their nest egg so they can financially enjoy retirement. She joined BOK Financial in 2001 as a portfolio manager and has also held the roles of senior investment consultant and manager of retirement consulting.

She graduated from the University of Tulsa with a bachelor’s degree in mathematics and a master’s degree in finance.

Outside of the office, Lord enjoys spending time with her family and watching her two boys play baseball.