Advisor Trust Services
BOK Financial Advisor Trust Services works directly with financial advisors allowing them to manage their client's trust assets while providing the benefit of a professional trustee. We enhance the advisor/client relationship by delivering objective trust solutions while you, the financial advisor, deliver comprehensive investment management with the flexibility of holding client assets with the preferred custodian.
Build Multi-Generational Relationships
As a professional advisor, you work closely with your clients to create a solid financial foundation and we uphold your most important asset – the relationship you have with your clients. BOK Financial enhances the advisor/client relationship by providing objective trust solutions while you, the financial advisor, deliver comprehensive investment management with the flexibility of holding client assets with the preferred custodian. To help you develop your advisor-client relationships, we listen first, ask questions and then help you select the right services to fit the client's needs, including:
We offer a dedicated department with over 130 experienced trust officers to support advisors and their clients. One trust officer is assigned to every account for consistency and accountability.
Our trust services are backed by BOK Financial Corporation (BOKF), a regional financial services holding company with more than $30 billion in assets. BOKF has a proven track record of success with more than 20 years of positive earnings.
Our personalized and responsive service offers advisors innovative and value-added trust solutions. We take the time to develop valuable long-term relationships.
For specific questions on trust documents or our ability to serve as trustee, contact the Advisor Trust Services department at 888-957-6678.
SVP, Manager of Advisor Trust Services
VP, National Sales Manager