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Deidre S. Waltz, CFP®, CIMA®, CPWA®, CEPA®

Vice President, Relationship Manager

Certified Private Wealth Advisor (CPWA®) professional
Certified Exit Planning Advisor (CEPA®)
ABA National Graduate Trust School
B.S. (Accounting), Oklahoma State University

Deidre joined Heritage after a 20-year career with Northern Trust Company, most recently with their Global Family and Private Investment Services group, where she served as a Senior Vice President and Senior Fiduciary Relationship Manager. While there she was responsible for several large multi-generational family office clients, overseeing the investment and administrative requirements of their trusts and family investment partnerships. She also provided comprehensive financial and estate planning services to her clients, while collaborating with their outside advisors, accountants and attorneys.

In her role as Vice President and Relationship Manager, Deidre administers large complex, multigenerational trusts, and advises clients on comprehensive estate planning strategies, including planning for inherited wealth, preparing for retirement, minimizing income and estate taxes, and educating successive generations about family wealth and stewardship.

Deidre serves as a board member for the Investments and Wealth Institute and past chairman of its Certified Private Wealth Advisor Commission. She has been an active volunteer with the Investments and Wealth Institute for over ten years, including serving on the Certified Investment Management Analyst Commission for six years.

Deidre earned her bachelor’s degree in Business Administration in Accounting from Oklahoma State University. She is also a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Certified Investment Management Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®) professional and Certified Exit Planning Advisor (CEPA®). Deidre is also a graduate of the ABA National Graduate Trust School.

Oklahoma City

621 N. Robinson Suite 100, Oklahoma City, OK 73102

(405) 848-8899

621 N. Robinson Suite 100, Oklahoma City, OK 73102

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With over 30 years of expertise serving as sole trustee, co-trustee, successor trustee and directed trustee for thousands of clients, Argent can expertly serve the multi-generational wealth preservation and transfer needs of your family.

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Wealth Management

Wealth Management

Our expert wealth advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.

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Insights

The Morning View: March 31, 2023

The Morning View: March 31, 2023

Announced this morning, Personal Income grew 0.3% in February, slightly higher than expected. Personal Spending increased 0.2% in February, which was less than expected and markedly lower than the previous month. Real Personal Spending which accounts for inflation...

Market Perspectives- March 2023

Market Perspectives- March 2023

March Madness •  The Fed increased interest rates by another 25 basis points, raising the targeted range of 4.75% to 5%, the highest level in 15 years. • Failure of Silicon Valley Bank and Signature Bank resulted in a market reevaluation of regional bank risk....

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