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How to Ensure Your GivingTuesday Generosity Has the Greatest Impact
As we enter the holiday season and reflect warmly on our memories of Thanksgiving, many of us are feeling lucky and grateful for the blessings in our lives. Soon we’ll get into the bustle of buying gifts, sending out cards and taking part in other cherished seasonal...
The Journal Record.com: Dean earns CTFA, promotion at Heritage Trust
Recession Worries — Riding the Wave Through Volatile Market Cycles
Although the markets have teased investors with short-lived rallies this past year, we can’t lose sight of the central bank’s determination to bring still-stubborn inflation gauges under control. In this fourth quarter, we will again face the prospect of one more rate...
Argent Gives Back: Sharon Federico
Sharon Federico Trust Administrative Assistant, Louisville, KY 1| Which nonprofit are you passionate about serving? The Cub Scouts, Boy Scouts of America. Pack 380’s popcorn Kernel for the 2022/2023 calendar year History: The Lincoln Heritage Council is one of the...
Family Wealth Report.com: Who’s Moving Where In Wealth Management?
Megan McCoy, CEP®
Megan joined the Heritage 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...
Heritage Trust Company Assistant VP, Relationship Management Associate Jordan Dean Earns CTFA Designation
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...