As Vice President of Trust at Bank of Oklahoma, Justin Dick leverages over a decade of expertise in estate planning and the administration of intricate family and business strategies to deliver tailored solutions for high net worth individuals and families. His role places him at...
As Vice President of Trust at Bank of Oklahoma, Justin Dick leverages over a decade of expertise in estate planning and the administration of intricate family and business strategies to deliver tailored solutions for high net worth individuals and families. His role places him at the forefront of the oldest and largest trust provider in Oklahoma, where he is dedicated to crafting bespoke legal and investment strategies that align with the unique aspirations and financial goals of his clients.
Justin's deep understanding of the oil and gas industry, particularly in areas such as petroleum, pipelines, and leases, allows him to provide specialized insights for clients involved in these sectors. His ability to navigate the complexities of wealth management, combined with his proficiency in customer service and management, ensures that he addresses both current and future needs effectively.
Key projects under Justin's leadership include the development of comprehensive trust structures that facilitate seamless transitions of wealth across generations, as well as the implementation of innovative investment strategies tailored to the specific circumstances of each client. By utilizing Microsoft Office tools for data analysis and client presentations, he enhances communication and transparency throughout the trust administration process.
Justin's commitment to expanding client prosperity is evident in his proactive approach to identifying opportunities and mitigating risks, ensuring that each client receives the highest level of service and expertise. His passion for helping clients achieve their financial objectives solidifies his reputation as a trusted advisor in the trust and estate planning landscape.