Heritage Trust Company, a subsidiary of Argent Financial Group, announced today that Jordan Dean has earned her certified trust and fiduciary advisor (CTFA) designation and has been promoted to assistant vice president, relationship management associate. Dean will report directly to Heritage Trust President Michael Romero.
The CTFA designation is designed for professionals in the trust and fiduciary advisor field. To receive the designation, eligible candidates have appropriate experience in wealth management, must complete training and pass an examination. CTFA designations provides knowledge in taxes, investments, financial planning, trusts and estates. The CTFA designation is a rigorous certification and marks a professional who is dedicated to the fiduciary standard.
“Jordan has been a great asset to our Heritage team for the past five years,” said Heritage Trust Chief Executive Officer Aaron Jack. “She has done an exceptional job working with our clients to promote the Heritage brand and values, making this promotion well deserved.”
As assistant vice president, Dean will continue offering wealth management services to Heritage’s clients. Dean had previously served as a relationship management associate since joining Heritage Trust in 2017.
“We are proud of Jordan for earning her CFTA designation,” said Romero. “She has been a valued member of Heritage Trust, building strong working relationships with both clients and colleagues. As assistant vice president, we believe Jordan will find new ways to meet our clients’ needs and lead our team not only in Oklahoma City, but across all our markets.”
Dean earned her bachelor’s degree in business administration from Oklahoma State University.
“I’m proud to be a part of Heritage Trust,” said Dean. “This company continues to uphold its promises to its clients and its employees. I’m excited to expand the ways I can serve our clients and to continue to learn from our leadership team – through this new role and with my CTFA designation.”
About Heritage Trust Company
Heritage Trust Company offers trust administration, oil and gas management, real estate management, financial planning and investment management services to individuals, for-profit companies and charitable/non-profit organizations. The Oklahoma-based company has offices in Oklahoma City, Ponca City and in Tulsa under the AmeriTrust brand, which serve clients in the United States and several countries around the world. Both Heritage and AmeriTrust are part of Argent Financial Group, a leading, independent, fiduciary wealth management firm with responsibility for more than $37 billion in client assets. For more information, visit www.HeritageTrust.com.