Ross McKinney

Ross McKinney

Trust Officer Bank of Oklahoma
Expertise
  • Nonprofits, Endowments, Foundations
  • Retirement Planning
  • Trust Services

Ross McKinney, CPA, serves as a personal consultant, advisor and liaison for affluent individuals and families. McKinney brings more than 15 years of experience in trust, estate and tax management. He enjoys getting to know his clients and discussing their future goals. McKinney joined BOKF in 2019 where he assists clients with everything from IRA and trust administration to tax return preparation and management of investments.

McKinney earned his bachelor's degree in administration & accounting from Northeastern State University in Broken Arrow, Oklahoma. He is a graduate of Leadership Tulsa and a member of the Tulsa Estate Planning Forum and the American Institute of CPAs. McKinney also serves as treasurer of the Oklahoma Society of CPAs and is the audit committee chair for All Souls Church.

When he's away from the office, McKinney can be found playing the drums and working on cars.

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Ross McKinney

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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.

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