Kelcy Flores, CFP®, CPWA®
Director Of Financial Planning at Capital Advisors- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Tulsa, Oklahoma, United States, US
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Credentials
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Certified Financial Planner (CFP)
CFP Board -
Certified Private Wealth Advisor® (CPWA®)
Investments & Wealth Institute
Experience
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Capital Advisors
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United States
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Financial Services
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1 - 100 Employee
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Director Of Financial Planning
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Apr 2018 - Present
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BOK Financial
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United States
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Financial Services
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700 & Above Employee
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Private Banker
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Mar 2016 - Mar 2018
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Bank of Oklahoma
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United States
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Financial Services
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700 & Above Employee
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Investment Associate - The Private Bank
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Nov 2014 - Feb 2016
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Accelerated Career Track
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Jun 2014 - Nov 2014
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University of Notre Dame
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United States
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Higher Education
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700 & Above Employee
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Assistant Tennis Coach
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Aug 2011 - Jul 2013
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University of Tulsa
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United States
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Motor Vehicle Manufacturing
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Assistant Tennis Coach
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Aug 2009 - Jul 2011
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Education
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University of Tulsa
Master of Business Administration (MBA) -
University of Notre Dame
Bachelor's degree, Sociology
Community
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