Deidre S. Waltz, CFP, CIMA, CPWA

Vice President, Relationship Manager

Deidre joined Heritage after a 20 year career with Northern Trust company, most recently with their Global Family and Private Investment Services group, where she served as a Senior Vice President and Senior Fiduciary Relationship Manager. While there she was responsible for several large multi-generational family office clients, overseeing the investment and administrative requirements of their trusts and family investment partnerships. She also provided comprehensive financial and estate panning services to her clients, while collaborating with their outside advisors, accounts and attorneys.

In her role as a Vice President and Relationship Manager, Deidre assists clients in a variety of areas, including trusts, probate and estate planning an administration.

Deidre serves as the chairman of the Investments and Wealth Institute’s Certified Private Wealth Advisor Commission. She has been a active volunteer with the Investments and Wealth Institute for over ten years, including serving on the Certified Investment Management Analyst Commission for six years.

Deidre earned her bachelor’s degree in Business Administration in Accounting from Oklahoma State University. She is also a Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®) and a Certified Private Wealth Advisor (CPWA®) professional. Deidre is also a graduate of the ABA National Graduate Trust School.