A good neighbor, A great bank...

 Quail Creek Bank, n.a, is located in the heart of Oklahoma City's most affluent residential areas, Edmond, Nichols hills and Quail Creek. Offering Private Banking and autonomous local ownership since 1974, Quail Creek Bank has grown to more than 250 million dollars in deposits and is recognized natio wide as one of the most successful banks in the state.

Conveniently located inside Quail Creek Bank is the Quail Creek Investment Center. Expert investment advice is offered by Alan Webb, who is a Certified Estate Planner, Chartered Mutual Fund Counselor, and Registered Investment Advisor Representative. He is also a Senior Vice President of Quail creek Bank.

Alan is a Registered Representative of LPL Financial, the nations largest independent securities brokerage, and currently manages more than $100 million dollars for 500 prominent Oklahomans.

Total wealth management , and a conservative approach to investing in today's volatile market has created national recognition for Alan, ranking him 17th of 9,000 bank representatives in the nation. Quail Creek Investment Center is consistently ranked among the top 10 Community Bank Investment Programs in the nation.

 Investments, taxes, insurance, retirement, estate planning - the list of financial concerns and considerations facing you today is seemingly endless, with no easy answers.

 To take advantage of all available options today's investor needs two things:

1. An understanding of which investment products are appropriate for each situation.
2. A relationship with a trusted investment professional who has a clear understanding of the investor's needs.

Alan Webb and the Quail Creek Investment Center are committed to offering quality service and objective advice while offering clients personal financial services in a variety of areas.

Investment Portfolio Analysis

The prospect of building wealth through successful investing has never held more appeal. But, like any market with increased demand has come increased supply. Investors have never been faced with more choices. As an Investment Advisor with LPL Financial, Alan Webb and the Quail Creek Investment Center can help define your long term investment objectives and build a personalized investment portfolio designed to achieve them.

Tax Advantaged Investing

Whether you are looking for institution portfolio management services, passive investing through the use of indexed mutual funds or a diversified account that includes mutual funds, stocks and bonds, the professionals at Quail Creek Investment Center can help reduce you exposure to taxes.

In most cases, a few simple planning steps can save you and your family from estate tax problems.

Retirement planning

Retirement is a dream shared by every working American. Experts estimate that to be successful in retirement, you will need at least 80% of the income you earned in your final working years.

Estate Planning

Our estate planning team can help with your insurance needs and provide a plan to successfully transfer your wealth to your children and grandchildren.

Private Trusts

Trusts can play a critical role in achieving the financial and personal goals that are so important to you, and often form the cornerstone of a sound wealth management plan. Based on a thorough assessment of your individual goals and circumstances, Alan webb and the Quail Creek Investment Center can be your guide to a comprehensive trust program. Our trust company affiliate can assure your instructions are carried out, investments are overseen, accurate records are kept and tax and reporting are in compliance. We proudly offer our trust services through The Private Trust Company , N.A. an affiliate of LPL Financial.

LPL Financial

LPL financial was established in 1980 to provide ongoing professional advice to investors, while helping them meet individual investment objectives. LPL is an independent broker/dealer and does not develop their own investment products, which allows their representatives to offer truly objective advice. LPL has one of the largest independent research departments in the industry, giving LPL representatives, and the Quail Creek Investment Center, access to current financial and investment information.

Alan Webb is a Certified Estate Planner (CEP) , Chartered Mutual Fund Counselor (CMFC), Certified Retirement Counselor (CRC), and Registered Representative of LPL Financial. Securities are sold and advisory or asset management services are provided through LPL Financial, Member FINRA/ SIPC. Insurance Products offered through Crown Insurance Group Insurance Agency. Trust Services offered through Private Trust Company, N.A. ., an affiliate of LPL Financial. INVESTMENTS ARE NOT FDIC INSURED, HAVE NO BANK GUARANTEE AND MAY LOSE VALUE. INVESTMENTS ARE NOT A DEPOSIT AND NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.