Email

LinkedIn

J. Harvie Roe

President, AmeriTrust

CERTIFIED FINANCIAL PLANNER™ professional
National Graduate Trust School
MBA, Southern Methodist University
B.B.A. (Finance), University of Oklahoma

Harvie Roe is President and Founder of AmeriTrust Corporation, an Oklahoma Trust Company located in Tulsa, Oklahoma. The firm provides Fee-Only financial services including investment management, trust administration, and personal financial planning. He was previously Executive Vice President & Senior Trust Officer of NationsBank in Tulsa, now Bank of America.

Harvie is married to Jane Anne Roe and they have three grown daughters and three grandchildren. He attended the University of Oklahoma and received a BBA degree majoring in Finance. After serving two years in the U.S. Army Chemical Corp as a First Lieutenant, Harvie received his MBA from Southern Methodist University located in Dallas, Texas. His career has been primarily in banking with an emphasis on trust and investment management but also has served as a commercial lending officer earlier in his career. He also served as assistant treasurer of Parker Drilling Company. He is a CERTIFIED FINANCIAL PLANNER™ professional and attended the National Graduate Trust School sponsored by the American Banking Association and held at Northwestern University.

As a member of the Rotary Club of Tulsa, Harvie has served as Chairman of the Board and has been active in Camp Enterprise. Harvie is involved in various leadership roles at the Boston United Methodist Church in Tulsa, the Oklahoma Aquarium as one of the original five founders, and the Oklahoma Center for Community and Justice, serving as past Treasurer. Harvie also serves as a trustee on the Jenks Aquarium Authority. Harvie is a graduate of Leadership Oklahoma, Class XV. Harvie serves on the Board of Trustees of the University of Oklahoma Foundation. His professional associations include the National Association of Personal Financial Advisors and the Financial Planning Association.

4506 S. Harvard Ave., Tulsa, OK 74135

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.

READ MORE
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.

READ MORE

Latest News & Resources

Insights

The Morning View: January 15, 2021

The Morning View: January 15, 2021

In this morning’s data, Retail Sales for December fell -0.7%, worse than expected.  Non-store Retailers, Electronics & Appliances, and Food Service & Drinking Places were especially weak, while Gasoline Stations showed some strength.  The Control Group, which...

Recognizing the Value of Financial Planning for Trust Beneficiaries

Recognizing the Value of Financial Planning for Trust Beneficiaries

BY: DAVID RUSSELL, CFP®, CSA® Vice President & Trust Officer  |  (601) 707-0008 When it comes to working with clients, professional services providers (CPAs, estate planning attorneys, for example) know that one thing is nearly certain: their clients’ financial...

Argent Employee Spotlight – Jason Simpson

Argent Employee Spotlight – Jason Simpson

Meet Jason Simpson, who is with AmeriTrust in Tulsa and has been with us for 1 year.   Q. What led you to Argent and what makes it unique? A. While working for a competitor, I was approached by one of my colleagues to assist with the firm’s investment management....

Interested in speaking with

one of our experts?