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Deidre S. Waltz, CFP®, CIMA®

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 panning services to her clients, while collaborating with their outside advisors, accounts and attorneys.

In her role as a Vice President and Relationship Manager, Deidre assists clients in a variety of areas, including trusts, probate and estate planning an administration.

Deidre serves as board member for the Investment and Wealth Institute and past chairman of its Certified Private Wealth Advisor Commission.  She has been a 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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