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Megan McCoy, CEP®

Relationship Management Associate

B.A. (Family & Community Service), Oklahoma Baptist University
Certified Estate Planning (CEP) – National Institute of Certified Estate Planners

Megan joined the OKC Team in 2022 as a Relationship Management Associate, assisting clients in various areas, including trusts, probate, estate planning and administration.

Megan earned her bachelor’s degree in Family and Community Service from Oklahoma Baptist University. In addition, she holds the Certified Estate Planning (CEP) designation from the National Institute of Certified Estate Planners. Megan has a background in non-profit work, serving at WatersEdge Advisors for four years prior to joining the Heritage team.

She is a member of People’s Church- OKC Campus, and when she’s not busy assisting her clients, Megan enjoys frequenting antique shops, volunteering at the Civic Center and spending time on her front porch with a good book and a strong cup of coffee.

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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Post-FOMC Thoughts – June 12, 2024

Post-FOMC Thoughts – June 12, 2024

Leading up to Today’s Decision Markets reacted very positively to the May CPI numbers that came out this morning. On a month-over-month and year-over-year basis, for both Core and Headline CPI, each figure was below expectations and below the prior month’s data. Going...

Market Update-June 2024

Market Update-June 2024

  The Month At-A-Glance After falling 4% in April, U.S. equities rebounded with a gain of 5% in May All three major U.S. equity indexes—the Dow Jones, Nasdaq, and S&P 500—hit new all-time highs Positive returns were widespread across different asset classes—with...

The Morning View: June 12, 2024

The Morning View: June 12, 2024

 Announced this morning, the headline Consumer Price Index (CPI) was flat in May, less than expected and three tenths less than last month’s increase.  On an annualized basis it grew 3.3%, the same as the annualized figure from the previous month.  The core rate,...

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