Private Bank

An unmatchable level of financial service with direct and personal access to our most experienced and knowledgeable financial professionals.

The F&M Private Bank is a relationship-driven banking experience designed to not only accommodate, but also anticipate the needs of select clientele. Full-service solutions are provided for your banking, investment management, wealth transfer and estate planning needs, all custom tailored for you.

Services

Custom-tailored loan solutions - ranging from personal notes and lines of credit, up to larger commercial loan facilities. The F&M Private Bank is not limited by loan products. We create lending structures that may include personal financing for a car, boat, jet, house or vacation home to commercial needs such as real estate, working capital lines, and equipment purchases. Our loans include preferred rates and quick turnaround due to local decision making.

Treasury management services - access to a full spectrum of treasury management solutions created specifically for you and your business.

Medical banking - specifically designed for the medical industry, these lending and cash-management services include electronic payment processing and medical lockbox management.

Mortgage Solutions - along with receiving preferred rates, your Private Banker manages and coordinates the entire loan process for both conventional and jumbo mortgages.

Investment Management

Private client account - this is F&M's highest yielding account, available only to Private Bank clients. With interest payable on a tiered structure, this account comes armed with the following benefits:


  • Unlimited transactions
  • No monthly fee
  • Free ATM transactions across the US
  • Free wire transfers
  • Free online banking and BillPay
  • Free Private Client checks
  • Free safe deposit box
  • Free stop payments
  • Free notary services
  • Minimum balance required 

Locations

The Private Bank at F&M is headquartered in Tulsa at 21st and Utica in the Robert W. Davis Tower with other locations throughout Tulsa.

Robert W. Davis Tower, 1924 S. Utica Ave. Tulsa, OK 74104

Doug DeJarnette
Allen Hoerman
Marilyn Morris
Jack Steinmeyer
Lauren Allen
Lew Ellen Erickson
Kathy Brown, Service Specialist
Connie Melone, Service Specialist

1330 S. Harvard Ave. Tulsa, OK 74112

Ross Bishop

7100 S. Harvard Ave. Tulsa, OK 74136

Guylene Dooman

10115 S. Yale Tulsa, OK 74137

Heather Williams-Van Hooser
Lauren Robertson, Service Specialist

For more information please call (918) 748-4229.