BancWest Investment Services

Tyler Finch

Private Client Advisor

Contact Me

(405) 936-3839(405) 936-3839

About Tyler

Tyler Finch serves as Private Client Advisor with Bank of the West’s Wealth Management Group. He is responsible for providing wealth management strategies for the bank’s high net worth clients in the Oklahoma Market.

Since 2011, Tyler has been engrained in the financial services industry, beginning his career as an accountant before moving to his current role as Private Client Advisor in 2015. Tyler emphasizes a holistic approach to the client banking experience and focuses on advising clients in the areas of:
Education
Tyler holds his Series 7 and 66 investment licenses as well as Oklahoma, Texas, and Kansas Life and Health Insurance licenses. Tyler earned his BA in Accounting from The University of Oklahoma and a Masters in Business Administration from Oklahoma Christian University.
Financial Services
  • Goals Based Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Estate and Succession Planning
  • Comprehensive Life Insurance Solutions
  • Banking Services
Oklahoma City Wealth Center
US 3600 NW 138th St Suite 101 Oklahoma City, OK 73134
Investment Call Center
(888) 808-2947(888) 808-2947

Customized Guidance

Where are you now? - Wealth Accumulation

Where are you now? - Wealth Accumulation

Where would you like to be? - Wealth Protection

Where would you like to be? - Wealth Protection

What are your aspirations? - Wealth Transfer

What are your aspirations? - Wealth Transfer

Multiple Investment Options Provide Choice

We offer you a model adapted to your degree of involvement in the management of your personal assets. You may choose to work with one or a blend of options depending on your needs.
Online Investing
Brokerage Solutions
Investment Advisory Solutions
Global Investment Management and Fiduciary Services
Online Investing
You want to do your own management
You wish to manage your assets yourself and are well-informed about capital market. We will take care of all the administrative aspects of your portfolio (order execution, reports, etc.)
Brokerage Solutions
You want recommendations for your management
You would appreciate suggestions from our specialists regarding alternatives outside of managed money. We have a number of choices, including: Mutual funds, Annuities, Structured notes, Bonds, and CDs
Investment Advisory Solutions
You want management tailored to a specific strategy and desire:
Advice from our specialists about managed money solutions suited to your investing needs. We provide specific strategies such as growth or income, access to leading managers included names like BlackRock, Russell, and Vanguard, and low initial investments starting at $25,000.
Global Investment Management and Fiduciary Services
You want advice for your management and you want to benefit from:
Performance and risk management adapted to your investor profile. We provide customization, easier access to global diversification, responsiveness for seizing market opportunities, continual monitoring of your positions and fiduciary, trust, and estate services