Not insured by the FDIC; Not a deposit or other obligation of, or guaranteed by, BancFirst; Subject to investment risks, including possible loss of the principal amount invested.
As a fiduciary, integrity is paramount.
BancFirst professionals are uniquely experienced and provide comprehensive fiduciary and investment management services.
Our understanding of the laws and complexities surrounding the management of a trust can make a world of difference in assuring that the intentions of the grantor and the needs of the beneficiary are met.
Our staff includes attorneys, certified public accountants, certified trust and financial advisors, as well as holders of the Chartered Financial Analyst designation.
BancFirst has one mission - to serve the needs of the client with absolute integrity.
Our scope of services
- Estate Planning
- Estate & Probate Settlement
- Guardianship Administration
- Trust Administration
- Revocable & Irrevocable Trusts
- Special Needs Trusts
- Foundation and Charitable Trusts
- Investment Management
- Real Property Management
- Oil & Gas Mineral Management
To learn more about our fiduciary services, contact us or visit one of our branches in Oklahoma.
Meet Our Team
Together, we will design a personalized wealth strategy to fit your needs. Let's talk today.
Jon Bowers
Senior Vice President, Regional Manager
Wealth & Fiduciary Management, Retirement Services
Oklahoma City
(405) 270-4771
Jon.Bowers@BancFirst.bank
Kristin Haynes-Dixon
Vice President, Trust Officer
Wealth & Fiduciary Management
Oklahoma City
(405) 270-1058
Kristin.HaynesDixon@BancFirst.bank
Sara Wilson
Vice President, Trust Officer
Wealth & Fiduciary Management
Oklahoma City
(405) 270-1039
Sara.Wilson@BancFirst.bank
Mike Reynolds
Vice President, Trust Officer
Wealth & Fiduciary Management
Oklahoma City
(405) 218-4104
Mike.Reynolds@BancFirst.bank
James Dickson
President, Senior Trust Officer
Wealth & Fiduciary Management, Corporate Trust
Oklahoma City
(405) 270-4743
James.Dickson@BancFirst.bank
Kevin Morrissey
Vice President, Trust Officer
Wealth & Fiduciary Management, Retirement Services
Oklahoma City
(405) 218-4032
Kevin.Morrissey@BancFirst.bank
Jordan Horn
Vice President, Trust Officer
Wealth & Fiduciary Management
Oklahoma City
(405) 218-4081
Jordan.Horn@BancFirst.bank
Monty Curry
Senior Vice President, Regional Manager
Wealth & Fiduciary Management, Retirement Services
Tulsa
(918) 664-3417
Monty.Curry@BancFirst.bank
Madison D. Cataudella
Assistant Vice President, Trust Officer
Wealth & Fiduciary Management
Tulsa
(918) 664-3419
Madison.Cataudella@BancFirst.bank
Mark McCullough
Vice President, Trust Officer
Wealth & Fiduciary Management
Tulsa
(918) 664-3448
Mark.McCullough@BancFirst.bank
Geoff Johnson
Senior Vice President, Regional Manager
Wealth & Fiduciary Management, Retirement Services
Duncan
(580) 251-7033
Geoff.Johnson@BancFirst.bank
Carolyn Pollock
Vice President, Trust Officer
Wealth & Fiduciary Management
Duncan
(580) 251-7034
Carolyn.Pollock@BancFirst.bank
Susan Henderson
Vice President, Trust Officer
Wealth & Fiduciary Management, Retirement Services
Ardmore
(580) 221-5321
Susan.Henderson@BancFirst.bank
Daniel Vernon
Assistant Vice President, Trust Officer
Wealth & Fiduciary Management, Retirement Services
Ardmore
(580) 221-5323
Daniel.Vernon@BancFirst.bank
Michael C. Smith
Vice President, Trust Officer
Wealth & Fiduciary Management, Retirement Services
Duncan
(580) 251- 7037
MichaelC.Smith@BancFirst.bank
Wealth Management
Enhance your financial security, both now and in the days to come.
- Financial planning
- Retirement planning
- Investment consulting & more
