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.


Latest News & Resources


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%,...

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