KRISTIE G. DEMPSEY,  CFP<sup>&reg;</sup> - Financial Advisor

KRISTIE G. DEMPSEY, CFP®

CTFA

Trust & Wealth Officer

Bank OZK

5202 Summerhill Rd
Texarkana, TX 75503-1826
(903) 255-6313 CONNECT WITH KRISTIE
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General

KRISTIE DEMPSEY is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bank OZK in Texarkana, TX and the surrounding communities.

Financial Advisor Overview

As a Personal Trust Officer, Kristie handles the administration of revocable and irrevocable trusts, charitable trusts, agencies, custodial accounts, individual retirement accounts, estate settlements, guardianships and special needs trusts. Kristie graduated from Freed-Hardeman University (Henderson, TN) with a concentration in finance. She earned the Certified Financial Planner™ Designation and was the first female practitioner CFP® in the Texarkana area. Prior to joining Bank OZK, Kristie worked nearly ten years with an investment advisory firm. Kristie has held leadership positions on numerous boards and is involved in a variety of community organizations.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Sudden Wealth, Special Needs, Women's Finances

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Helpful Financial Planning Resources