Osaic Adds $379M-Asset Women-Owned ArrowPoint Wealth Advisors
Osaic Inc., one of the nation’s largest wealth managers and independent broker-dealers, have brought on advisers Mandy Dollar, co-founder and chief executive officer, and Jennifer Wallis, co-founder and chief growth officer, to launch ArrowPoint Wealth Advisors. The women-owned firm oversees $379 million in assets under management with offices in Oklahoma City and Edmond, Okla.
Dollar and Wallis are longtime friends, financial professionals, and advocates for ethical and inclusive wealth management. Dollar, formerly with MidFirst Bank, is a sports and entertainment-accredited wealth management adviser, which allows her to serve athletes and clients in the entertainment industry. Wallis holds a behavioral financial adviser designation, and brings a human-first, empathetic approach to her work. They intend for ArrowPoint to deliver high-touch service that helps clients achieve their goals.
“Jennifer and I created a firm rooted in the belief that money should be empowering, not overpowering,” said Dollar. “We’re thrilled to have Osaic’s support as we embark on this journey. Their dynamic platform equips us with the tools and resources needed to deliver the highest-quality service.”
When selecting a partner, Dollar and Wallis chose Osaic for its industry-leading technology, deep resources, and robust support network. By leveraging Osaic’s platform, the pair said ArrowPoint combines the strength of a national firm with the personalized service of a boutique practice.
“At ArrowPoint, we help our clients by blending experience, empathy, precision, and purpose,” said Wallis. “Osaic’s adviser-centric network is uniquely positioned to help us deliver on that mission.”
ArrowPoint said it operates with the belief that wealth management shouldn’t feel overwhelming. Its service model simplifies complex concepts, aligns strategies with what matters most to clients and provides advice through a human-first lens.
“Mandy and Jennifer are building a firm that goes beyond investment management,” said Kristen Kimmell, executive vice president of business development at Osaic. “They empower their clients with the education, confidence, and trust needed to thrive financially and in all areas of their life. Their forward-thinking approach perfectly aligns with Osaic’s values and client-centric culture.”
Earlier this month, Osaic added a former Commonwealth firm, Virtus Wealth Solutions, a Morgantown, W.V.-based firm with $460 million in client assets. Also woman-owned, that team joined Osaic’s supported independence (W-2) channel.
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