Bank of the Ozarks is pleased to offer convenient, on-site financial planning and brokerage services through Investment Professionals, Inc. (IPI). Located in the same building where Bank of the Ozarks handles your banking needs, an IPI financial consultant can give you a second opinion on the viability of your long-term financial plan and help you enjoy life today while planning for tomorrow - dreams included.
Your IPI financial consultant will work with you to develop an appropriately diversified portfolio aligned with your personal circumstances, investor profile and short- and long-term needs and goals. Plus, you'll benefit from the peace of mind that comes with working with the financial planning firm voted the Most Highly Rated Bank Brokerage Firm for an unprecedented fourth time in 2009.
Services for Individual and Business Clients
As a full-service financial planning firm, IPI offers a broad range of investment and protection products to individuals and business clients. Since 1992, IPI and our financial consultants have been helping people achieve their life goals - often helping clients attain what they could not attain on their own.
Visit the IPI website or contact an IPI Financial Consultant today to discuss:
- Financial Planning
- Retirement Planning
- Education Planning
- Estate Tax & Non-tax Planning
- Trust Services
- Fixed Income Services & Structure Products
- Global Wealth Management
- Business Investment Services
- Employee Benefits Planning
IPI is a private, Texas-based financial planning, asset management and risk mitigation firm with $4.2 billion under management for 45,000 retail and institutional clients nationwide. For 18 years, we have used a down-to-earth, roll-up-your-sleeves approach to guiding clients toward a more secure financial future with a broad range of wealth management solutions.
Benton, Bryant, Otter Creek
Bryan Lawrence
501-315-0069
Bella Vista, Bentonville, Fayettville, Rogers, Springdale
Danny Pelton
479-695-3790
North Little Rock, Maumelle, Sherwood
Doug Wilson
501-978-3550
Cumming, Dawsomville, Oakwood, Marble Hill
Jonathan Lewis
706-344-3173
Clarksville, Conway, Russellville
Kyle Scott
479-489-2252
Little Rock
Rick Lorence
501-978-2334
Fort Smith, Alma, Van Buren, Northwest Arkansas, Ozark, Mulberry, Altus
Roger Ross
479-478-4304
Dallas, Frisco, Lewisville, Allen, McKinney, Carrollton, Keller, Plano, The Colony
Steve Namy
469-365-6205

