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SPECIAL ADVERTISING SECTION

A Good Neighbor, A Great Advisor

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or 40 years and counting, Quail Creek Bank has been an autonomous, locally owned source for private banking. And it’s not solely a landmark community institution; it’s an immensely helpful source for private, professional, personalized wealth management, thanks to Alan Webb at the Quail Creek Investment Center. Webb is a nationally recognized Certified Estate Planner, Chartered Mutual Fund Counselor and Certified Retirement Counselor, and also holds the position of Senior Vice President in Quail Creek Bank. A Registered Investment Advisor Representative of LPL Financial, the nation’s largest independent securities brokerage firm in terms of total revenues, he has gained exceptional expertise in the complex field of personal wealth management and oversees in excess of $200 million for Oklahoma clients. His skill and service have earned him a consistent spot in the most elite tier – the top 20 out of more than 9,000 candidates – of bank representatives in the entire United States. The Quail Creek Investment Center is consistently ranked among the top 10 community bank investment programs in the country, and is committed to offering objective advice and outstanding personal financial services that encompass every aspect of ensuring that your money is working most effectively for you, whatever your needs are. For retirement planning, tax-advantaged investing, legacy transfers, rolling over 401(k) accounts, portfolio analysis, private trust service … in short, total wealth management, trust the expert professional assistance and award-winning resources of Alan Webb and Quail Creek Investment Center.

12201 N. May Ave., Oklahoma City, 405.755.1000, QuailCreekBank.com/wealth

FEBRUARY 2015 // SLICE 39

Financial planning

Alan Webb

Profile for 405 Magazine

Slice February 2015  

Slice is a lifestyle magazine serving central Oklahoma, featuring restaurants, events, shopping and culture.

Slice February 2015  

Slice is a lifestyle magazine serving central Oklahoma, featuring restaurants, events, shopping and culture.

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