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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 the chairman of the Investments and Wealth Institute’s 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 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Argent can expertly serve the multi-generational financial needs of your family.

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Wealth Management

Wealth Management

Our expert 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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Monthly Market Update- Investment Commentary

Monthly Market Update- Investment Commentary

September 2021 Global stocks grinded 2.5% higher in August. Larger-cap U.S. stocks gained 3.0%— their seventh straight positive month. International developed-market equities and emerging-market equities were up similar amounts in August (1.8% and 2.6%, respectively)....

The Morning View: September 9, 2021

The Morning View: September 9, 2021

In this morning’s data, Initial Jobless Claims were 310,000 for the week ending September 4th, a larger drop than expected and is the lowest since March 2020 at the start of the pandemic. Continuing Claims were 2,783,000 for the week ending August 28th, which was...

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