Deidre Waltz

  • 0
  • January 26, 2017
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  • Managing Director
  • Oklahoma City, Oklahoma
  • 405.400.9490
deidre waltz

Managing Director

Certified Financial PlannerTM
Certified Investment Management Analyst
Certified Private Wealth Advisor
B.S. (Accounting), Oklahoma City University
ABA National Graduate Trust School

As Managing Director, Deidre leads the development of Argent Family Wealth Services’ family office services, utilizing existing resources and outsourcing required skills when necessary. She collaborates with Relationship Managers and other Argent team members to deliver family office services to Argent’s high net worth families and develop new relationships with families who require family office services.

With over 30 years of experience, Deidre spent the 10 years prior to joining Argent working at Northern Global Family & Private Investment Office Services as a Senior Relationship Manager working as both a trust and an investment officer. She also served on the investment oversight committee to allocate investment delegations. Deidre has overseen fiduciary relationships of multi-generational wealth families, utilizing third-party investment consultants and complex family partnership structures.

Deidre has distinguished herself by becoming a Certified Financial PlannerTM, a Certified Investment Management Analyst and a Certified Private Wealth Advisor. She is a graduate of Oklahoma State University and National Graduate Trust School focusing on trust and estate law and taxation. She has also served as a CIMA Certification Commission member for the past six years.

Deidre enjoys cooking, hiking, practicing yoga and watching her son’s lacrosse games. Her daughter is currently attending Ohio State University and her son is a junior in high school. She also enjoys spending time with her two dogs.