Wealth management sister companies adopt same name to better serve Oklahoma
Heritage Trust Company of Oklahoma City and AmeriTrust Corporation of Tulsa announced today their joint rebrand as Argent Trust Oklahoma. After five years of working together, but under separate legacy brands, the two companies have united under the same name, with their existing professional staff and structure, and will continue to operate as an Oklahoma state-chartered trust company.
“We’re so proud to build upon more than 25 years of service of our legacy brands, Heritage Trust and AmeriTrust,” said Aaron Jack, CEO of Argent Trust Oklahoma. “By choosing to pull our teams and branding together, we are even better positioned to serve our entire state and continue to deliver on our original promise to serve Oklahoma families and institutions with local professionals delivering world class service.”
Jack noted that the rebrand does not signify a change in ownership or structure. Although the Heritage and AmeriTrust names are changing, the local professional teams and their focus on providing Oklahoma families with trusted fiduciary services remain the same.
Through this combination, the newly named Argent Trust Oklahoma will have responsibility for more than $2 billion in client assets.
As existing teams within the Argent Financial Group family of companies, the combined, rebranded team will even more holistically serve and market to clients across Oklahoma, the region, and beyond.
“Heritage Trust and AmeriTrust have been part of the Argent family for almost a decade, and we are honored to make our connection to such a great company more widely known through this rebrand as Argent Trust Oklahoma,” Jack said.
Argent Financial Group is a leading, independent, fiduciary-based wealth management firm. The name change will more directly connect the Oklahoma company to the 35 Argent-branded offices across the parent company’s 15-state footprint.
“Almost a decade ago, we entered a new and successful chapter of Heritage’s history book when we merged with Argent Financial Group,” said Nancy Payne Ellis, founder of Heritage Trust and current member of the Argent Trust Oklahoma board. “We’ve been able to expand our services to clients while maintaining our pledge of personal service and commitment to our local community.”
“Rebranding as Argent Trust Oklahoma will better position us to continue to serve our clients for the next quarter century,” said Tulsa market CEO, Harvie Roe. “The AmeriTrust merger with Argent has been very positive for our clients and employees. We’re excited to even more fully join together with our colleagues in Oklahoma City to serve the entire state.”
Heritage Trust has offices in Oklahoma City and Ponca City with 35 employees. Founded in 1998, Heritage Trust merged with Argent Financial Group in 2015. Founded in 1997, Tulsa-based AmeriTrust has 16 local employees and merged with Argent in 2018. Both of these transactions added trust administration, wealth & asset management, and financial planning expertise to the Argent network. Argent Financial Group has 475 employees working across a network of 37 markets with responsibility for more than $65 billion in client assets. As Argent Trust Oklahoma, Heritage Trust and AmeriTrust professionals will continue to provide clients with a broad range of wealth and asset management services.
About Argent Financial Group
Argent Financial Group (Argent) is a leading, independent, fiduciary-based wealth management firm. Now responsible for more than $65 billion in client assets, Argent provides individuals, families, businesses, and institutions with a broad range of wealth management services, including trusts and estate planning, investment management, custody and escrow, retirement plan consulting and administration, ESOPs, funeral and cemetery trusts, charitable organization administration, oil and gas (mineral) management and other unique financial services. Headquartered in Ruston, Louisiana, Argent was formed in 1990 and traces its roots back to 1930. For more information, visit www.ArgentFinancial.com.