InvesTrust Wealth Management
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Terri McCoy

Terri McCoy Terri joined InvesTrust in 2006 and serves as an Financial Analyst in the consulting division.  She is responsible for consolidating and analyzing financial data, verifying monthly and quarterly manager performance and preparing investment reports for clients
Prior to her current role, Terri served as an office manager and administrative assistant for the InvesTrust trust department.
Before joining the firm, Terri worked 10 years in the transportation industry as a transportation supervisor and seven years in the banking industry.

Contact Information

InvesTrust Consulting, LLC

5100 N. Classen Blvd.
Suite 600
Oklahoma City, OK 73118

T: 405.843.7046
F: 405.843.7058
E: consulting@investrust.com

Hours of Operation

8:00 am to 5:00 pm
Monday through Friday

InvesTrust is closed for the following holidays:

Monday, Jan 2 New Year’s Day
Monday, Feb 20 Washington’s Birthday
Monday, May 29 Memorial Day
Tuesday, Jul 4 Independence Day
Monday, Sep 4 Labor Day
Monday, Oct 9 Columbus Day
Friday, Nov 10 Veterans Day
Thursday, Nov 23 Thanksgiving
Friday, Nov 24 Thanksgiving
Monday, Dec 25 Christmas


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