Profile
Ms. Merissa Spicer is Trust Specialist at Arvest Trust Co. NA since April 2004.
She joined Arvest Bank Group in 1998 as Branch Manager of the First National Bank of Rogers Super Center Branch.
In early 2000, she joined the Arvest Asset Management team in the investment division.
In addition, she carries her Life, Variable Annuities and Accident and Health insurance licenses and is a Notary Public for Benton County.
In April 2004, Ms. Spicer took on the duties of a Trust Officer within the Trust Division of AAM, Arvest Trust Company, N.A.
After attending Cannon Trust School, she has obtained the professional designation of Certified Trust Financial Advisor (CFTA).
Ms. Spicer assumed the role of Client advisor - ILIT Specialist in April 2008, focusing on the administration of Irrevocable Life Insurance Trusts.
She is active in her community as the Chairperson of the Rogers Chamber of Commerce Green Ways and Trails Committee and is a member of the Optimist Club of Rogers.
Ms. Spicer is a native of Rogers, and a graduate of Shiloh Christian High School.
After moving to Little Rock and earning her degree in Business Management from the University of Arkansas at Little Rock, she returned to Northwest Arkansas.
Ms. Spicer continued her studies and obtained the Series 7, 63 and 65 licenses.
Former positions of Merissa Spicer
| Companies | Position | End |
|---|---|---|
Arvest Trust Co., NA
Arvest Trust Co., NA Investment ManagersFinance Founded in 1990, Arvest Trust Co. NA is a trust company headquartered in Lowell, Arkansas. The firm is a subsidiary of Arvest Bank Group, Inc. Securities products are provided by Arvest Asset Management, member FINRA/SIPC, a non-bank affiliate of Arvest Bank Group, Inc. Brokerage accounts are carried by and transactions are cleared through First Clearing LLC, member NYSE/SIPC or Raymond James & Associates, Inc., member NYSE/SIPC. In Arkansas, Oklahoma and Missouri, insurance products are offered through Arvest Insurance, Inc., a non-bank registered insurance agency, affiliated with Arvest Bank Group, Inc. Insurance products are marketed through Arvest Asset Management, but are underwritten by unaffiliated insurance companies | Portfolio Manager-Equities | 16/07/2013 |
Arvest Investments, Inc.
Arvest Investments, Inc. Investment ManagersFinance Arvest Investments, Inc., doing business as Arvest Wealth Management (AWM), is an asset management firm headquartered in Rogers, Arkansas. The firm was founded in 2004 and is a wholly-owned subsidiary of Arvest Bank, ultimately held by Arvest Bank Group, Inc. AWM provides advisory services to individuals (other than high-net worth individuals), high-net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Corporate Officer/Principal | - |
First National Bank (Ames, Iowa)
First National Bank (Ames, Iowa) Major BanksFinance First National Bank is a nationally chartered commercial bank. The firm offers personal, business banking services including digital banking, checking, cards, video banking, mortgage, auto, personal loans and online banking. It has offices in Ames, Ankeny, Johnston and West Des Moines. The company was founded by Sandor W. Shapery in 1903 and is headquartered in Ames, IA. | Corporate Officer/Principal | - |
See the detail of Merissa Spicer's experience
Training of Merissa Spicer
| The University of Arkansas | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
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Connections
4
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
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Linked companies
| Private companies | 3 |
|---|---|
Arvest Trust Co., NA
Arvest Trust Co., NA Investment ManagersFinance Founded in 1990, Arvest Trust Co. NA is a trust company headquartered in Lowell, Arkansas. The firm is a subsidiary of Arvest Bank Group, Inc. Securities products are provided by Arvest Asset Management, member FINRA/SIPC, a non-bank affiliate of Arvest Bank Group, Inc. Brokerage accounts are carried by and transactions are cleared through First Clearing LLC, member NYSE/SIPC or Raymond James & Associates, Inc., member NYSE/SIPC. In Arkansas, Oklahoma and Missouri, insurance products are offered through Arvest Insurance, Inc., a non-bank registered insurance agency, affiliated with Arvest Bank Group, Inc. Insurance products are marketed through Arvest Asset Management, but are underwritten by unaffiliated insurance companies | Finance |
First National Bank (Ames, Iowa)
First National Bank (Ames, Iowa) Major BanksFinance First National Bank is a nationally chartered commercial bank. The firm offers personal, business banking services including digital banking, checking, cards, video banking, mortgage, auto, personal loans and online banking. It has offices in Ames, Ankeny, Johnston and West Des Moines. The company was founded by Sandor W. Shapery in 1903 and is headquartered in Ames, IA. | Finance |
Arvest Investments, Inc.
Arvest Investments, Inc. Investment ManagersFinance Arvest Investments, Inc., doing business as Arvest Wealth Management (AWM), is an asset management firm headquartered in Rogers, Arkansas. The firm was founded in 2004 and is a wholly-owned subsidiary of Arvest Bank, ultimately held by Arvest Bank Group, Inc. AWM provides advisory services to individuals (other than high-net worth individuals), high-net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Finance |
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