Kristen Wheeler Promoted to Bank Officer

Kristen Wheeler Promoted to Bank Officer

(Broken Arrow, OK) –  AVB Bank announces the promotion of Kristen Wheeler to Bank Officer. Wheeler serves as Investment Assistant, supporting the AVB Investment Center. The AVB Investment Center provides investment brokerage and advisory services for individuals, families, and businesses.

In her role, Wheeler supports the day-to-day operations of the Investment Center by coordinating client appointments, preparing account reviews and documentation, managing follow-up communications, and assisting with compliance requirements. Since joining AVB in 2023, she has continued to expand her financial services knowledge while taking on increased responsibilities that support the department’s continued success.  

“Kristen’s business acumen, exemplary work ethic, and commitment to providing exceptional service have made her an invaluable member of our team,” said AVB Investment Representative Doug Vangilder. “This promotion recognizes the impact she has already made and the important role she will continue to play in serving our clients.”

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. AVB Bank and AVB Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using AVB Investment Center and may also be employees of AVB Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, AVB Investment Center. Securities and insurance offered through LPL or its affiliates are:

NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY

NOT BANK GUARANTEED

NOT BANK DEPOSITS OR OBLIGATIONS

MAY LOSE VALUE