Email

LinkedIn

Deidre S. Waltz, CFP®, CIMA®, CPWA®

Senior Vice President, Relationship Manager

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

Deidre joined Argent Trust Oklahoma 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 Senior 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 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. 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.

READ MORE
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.

READ MORE

Latest News & Resources

Insights

The Morning View: February 13, 2024

The Morning View: February 13, 2024

Announced this morning, the headline Consumer Price Index (CPI) increased 0.3% in January, slightly higher than expected and grew 3.1% on an annual basis. Monthly prices for Energy Services, including Electricity, up 1.2%, and Utility (piped) Gas Service, up 2.0%,...

The Corporate Transparency Act is Coming

The Corporate Transparency Act is Coming

The Corporate Transparency Act (“CTA”) went into effect on January 1, 2024, for newly formed companies and imposes strict reporting requirements that many other companies must meet by year-end. Basically, the CTA requires that all affected companies report the...

Interested in speaking with

one of our experts?

Share This