To expand its advisory trust services, BOK Financial announced it hired Rosemary Hueser as vice president, manager of advisory trust services.
Hueser has 19 years of experience in the financial services industry with focus on trust services geared toward advisors and clients and will work to grow the firm’s presence in the advisory space. BOK service's advisors and clients in all 50 states.
Greg Wheeler, the CEO of BOK Financial Private Bank , the firm decided to have their registered investment advisors focus on trust services as an opportunity for growth and the firm has been looking for someone to head up its efforts.
“The first step for building out this strategy was to hire an exceptional leader to head it up and we’re pleased to have Rosemary join our team,” he said.
Before joining BOK , Hueser was director of marketing and communications for National Advisors Trust in Overland Park, Kan. In her 13 years with National Advisors Trust, Hueser led both relationship management and business development efforts where she organized annual RIA-focused shareholder conferences.
“Registered investment advisors are key players in the financial community. They put high value on building and maintaining relationships, which makes them great assets to their clients, as well as to partners, like BOK Financial,” Hueser said.