Victoria Ungashick

Victoria Ungashick

Private Wealth Market Executive – Kansas City BOK Financial
Expertise
  • Wealth Management
  • Marketing, Business Development
  • Financial Planning

Victoria Ungashick oversees investments, trusts and private banking in the Kansas City market. She previously was a private wealth market manager in North Dallas, where she led the expansion of the Bank of Texas brand in North Texas and also helped establish the bank's aviation lending program.

While in Texas, Ungashick was active as board chair for the Dallas Regional Chamber of Commerce's Young Professionals, the Ronald McDonald House of Dallas Young Friends and the BOK Financial’s United Way of Metropolitan Dallas campaign.

She has a bachelor's degree in accounting and finance from the University of Kansas School of Business and is a CERTIFIED FINANCIAL PLANNER® professional.

Outside of the office, she and her husband, Adam, enjoy staying true to their Italian roots through cooking, traveling and spending time with their young daughter, Mary. 



                

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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.