Senior Vice President, Wealth Advisor
CurrentHelp high net worth individuals and families increase the probability they will achieve what is important to them.Financial planning and advisory services
Aug 2019 - Present
AeroLeads people directory · profile
Chad Eley, Cfp®,Ctfa™ Email & Phone Number
SVP at BOK Financial
at
BOK Financial
1 work email found
@bokf.com
3 phones found area 405
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
SVP at BOK Financial
Location
Norman, Oklahoma, United States
Company size
Who is Chad Eley, Cfp®,Ctfa™? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Chad Eley, Cfp®,Ctfa™ is listed as SVP at BOK Financial at BOK Financial, a with 5065 employees, based in Norman, Oklahoma, United States. AeroLeads shows a work email signal at bokf.com, phone signal with area code 405, and a matched LinkedIn profile for Chad Eley, Cfp®,Ctfa™.
Chad Eley, Cfp®,Ctfa™ previously worked as Senior Vice President, Wealth Advisor at Bok Financial and Vice President, Trust Advisor at Bok Financial. Chad Eley, Cfp®,Ctfa™ holds Mba, Finance from Oklahoma City University.
Company email context
Email format at BOK Financial
This section adds company-level context without repeating Chad Eley, Cfp®,Ctfa™'s masked contact details.
*@bokf.com
71% confidence
AeroLeads found 1 current-domain work email signal for Chad Eley, Cfp®,Ctfa™. Compare company email patterns before reaching out.
Profile bio
About Chad Eley, Cfp®,Ctfa™
Chad Eley, Cfp®,Ctfa™ is a SVP at BOK Financial at BOK Financial. Colleagues describe him as "Chad cares deeply about listening to his clients and working cooperatively with them for a win-win solution. Professional and friendly - a pleasure to work with."
Current workplace
Chad Eley, Cfp®,Ctfa™'s current company
Company context helps verify the profile and gives searchers a useful next step.
Bok Financial
5 roles
Chad Eley, Cfp®,Ctfa™ work experience
A career timeline built from the work history available for this profile.
Vice President, Trust Advisor
I help high net worth individuals and families increase the probability they will achieve what is important to them.Trust administrationFinancial planning and advisory servicesInvestment agency accountsInsurance and risk managementCommercial and residential real estate managementOil, gas and minerals management
Oct 2013 - Aug 2019
Independent Producer
Openhouseok.Com Insurance Solutions
Licensed independent producer for several major carriers including Travelers, Safeco, Mercury, The Hartford, MetLife, Progressive,FarmAssure and many others.
Nov 2011 - Oct 2013
Vice President
Openhouseok.Com
Internet marketing and photography for real estate professionals.
Jan 1999 - Oct 2013
Manager - High Yield Securities
Indepth Data / Dow Jones Markets
Indepth Data Inc./Dow Jones Markets/Bridge Information Systems/Reuters America LLC
May 1993 - May 1999
Team & coworkers
Colleagues at BOK Financial
Other employees you can reach at bokf.com. View company contacts for 5065 employees →
JL
Jane Lloyd
Colleague at Bok FinancialLos Angeles, California, United States
View →
RK
Rehena K
Colleague at Bok FinancialNepal
View →
GH
Greg Hernandez
Colleague at Bok FinancialHouston, Texas, United States
View →
PC
Paige Chappell
Colleague at Bok FinancialKansas City, Missouri, United States
View →
JM
Jean Mahlberg
Colleague at Bok FinancialDenver Metropolitan Area, United States
View →
AN
Afsaneh Nasiri
Colleague at Bok FinancialChicago, Illinois, United States
View →
SS
Stephanie Smoot
Colleague at Bok FinancialTulsa Metropolitan Area, United States
View →
TM
Tressa Malone
Colleague at Bok FinancialTulsa, Oklahoma, United States
View →
MS
Mykal Suggs
Colleague at Bok FinancialChandler, Arizona, United States
View →
MB
Marcus Bowman
Colleague at Bok FinancialTulsa, Oklahoma, United States
View →
Jane Lloyd
Colleague at Bok FinancialLos Angeles, California, United States
View →
RK
Rehena K
Colleague at Bok FinancialNepal
View →
GH
Greg Hernandez
Colleague at Bok FinancialHouston, Texas, United States
View →
PC
Paige Chappell
Colleague at Bok FinancialKansas City, Missouri, United States
View →
JM
Jean Mahlberg
Colleague at Bok FinancialDenver Metropolitan Area, United States
View →
AN
Afsaneh Nasiri
Colleague at Bok FinancialChicago, Illinois, United States
View →
SS
Stephanie Smoot
Colleague at Bok FinancialTulsa Metropolitan Area, United States
View →
TM
Tressa Malone
Colleague at Bok FinancialTulsa, Oklahoma, United States
View →
MS
Mykal Suggs
Colleague at Bok FinancialChandler, Arizona, United States
View →
MB
Marcus Bowman
Colleague at Bok FinancialTulsa, Oklahoma, United States
View →
3 education records
Chad Eley, Cfp®,Ctfa™ education
Mba, Finance
Ba, Finance
Bachelor Of Business Administration (B.B.A.)
FAQ
Frequently asked questions about Chad Eley, Cfp®,Ctfa™
Quick answers generated from the profile data available on this page.
What company does Chad Eley, Cfp®,Ctfa™ work for?
Chad Eley, Cfp®,Ctfa™ works for BOK Financial.
What is Chad Eley, Cfp®,Ctfa™'s role at BOK Financial?
Chad Eley, Cfp®,Ctfa™ is listed as SVP at BOK Financial at BOK Financial.
What is Chad Eley, Cfp®,Ctfa™'s email address?
AeroLeads has found 1 work email signal at @bokf.com for Chad Eley, Cfp®,Ctfa™ at BOK Financial.
What is Chad Eley, Cfp®,Ctfa™'s phone number?
AeroLeads has found 3 phone signal(s) with area code 405 for Chad Eley, Cfp®,Ctfa™ at BOK Financial.
Where is Chad Eley, Cfp®,Ctfa™ based?
Chad Eley, Cfp®,Ctfa™ is based in Norman, Oklahoma, United States while working with BOK Financial.
What companies has Chad Eley, Cfp®,Ctfa™ worked for?
Chad Eley, Cfp®,Ctfa™ has worked for Bok Financial, Openhouseok.Com Insurance Solutions, Openhouseok.Com, and Indepth Data / Dow Jones Markets.
Who are Chad Eley, Cfp®,Ctfa™'s colleagues at BOK Financial?
Chad Eley, Cfp®,Ctfa™'s colleagues at BOK Financial include Jane Lloyd, Rehena K, Greg Hernandez, Paige Chappell, and Jean Mahlberg.
How can I contact Chad Eley, Cfp®,Ctfa™?
You can use AeroLeads to view verified contact signals for Chad Eley, Cfp®,Ctfa™ at BOK Financial, including work email, phone, and LinkedIn data when available.
What schools did Chad Eley, Cfp®,Ctfa™ attend?
Chad Eley, Cfp®,Ctfa™ holds Mba, Finance from Oklahoma City University.
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