Contact: Taryn Clark
Heritage Trust | 405.608.8899
OKLAHOMA CITY, Okla., Jan. 23, 2020 – Heritage Trust Company announced today that Deidre Waltz has joined the company as vice president and relationship manager in the Oklahoma City office. She will assist clients in a variety of areas, including trusts, estate planning and administration.
A native of Oklahoma City, Waltz brings more than 30 years of diverse trust-based wealth management experience to Heritage. Most recently, she served as director and wealth planning consultant for UBS Financial Services in Chicago. In this position, she advised high net worth clients on advanced wealth management strategies, including estate and multi-generational planning, retirement income and cash flow analysis, and business continuity and succession planning.
Waltz also spent 20 years with Northern Trust Corporation in its Fort Lauderdale, Florida and Chicago offices, where she worked in several trust management roles, including senior vice president, fiduciary risk specialist and relationship manager for global family and private investment offices. Her duties included identifying, monitoring and mitigating fiduciary and investment risk for the company and overseeing estate planning strategies of complex family partnerships. While living in Chicago, she also served as managing director for Argent Family Wealth Services and worked closely with the team at Heritage Trust.
“I’ve known Deidre for years, including working together on several projects. We’re so fortunate to welcome her back home to the Heritage family,” said Kevin Karpe, president of Heritage Trust Company. “She is a seasoned veteran who has stayed on the forefront of the wealth management industry. Deidre will fit in nicely with our local team and will prove to be a valuable resource to clients.”
Waltz is a certified financial planner (CFP), certified investment management analyst (CIMA), certified private wealth advisor (CPWA) and certified exit planning analyst (CEPA). She also holds Series 7 and 66 security licenses. In addition, she is a CPWA committee member, incoming national chairperson for the private CPWA designation and an item writer for the CIMA and CPWA exams.
“Oklahoma City is where I grew up and I am so proud of the vibrant, cultural center it is now,” said Waltz. “The stars aligned and this perfect career opportunity materialized, one where I can make a real impact. Heritage’s outstanding team of professionals embody the true meaning of the word fiduciary and I’m looking forward to making my colleagues and clients here a defining part of my professional legacy.”
Waltz earned her bachelor’s degree in accounting from Oklahoma State University and her certification in taxation, trust and estate law from the American Bankers Association National Graduate Trust School at Northwestern University.
About Heritage Trust Company
Heritage Trust Company, part of the Argent Financial Group family of companies, offers trust administration, oil and gas management, real estate management, financial planning and investment management services to individuals, for-profit companies and charitable/non-profit organizations. The Oklahoma-based company has offices in Oklahoma City, Ponca City and in Tulsa under the AmeriTrust brand, which serve clients in the United States and several countries around the world. For more information, visit www.HeritageTrust.com.
About Argent Financial Group
Celebrating its 30th anniversary in 2020, Argent Financial Group (AFG) is a leading independent fiduciary wealth management firm. Responsible for more than $23 billion in client assets, AFG provides individuals, families, institutions and businesses with a broad range of wealth management services including trust administration and related services, investment management, family office services, retirement plan and charitable organization administration, mineral (oil and gas) management, and financial, retirement and estate planning. The company was also recently named for the second year in a row to the Inc. 5000 list of the fastest-growing companies in the U.S. AFG is the only financial services company in Louisiana to make the prestigious list. For more information, visit www.ArgentFinancial.com.