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Heritage Trust Company Names Michael Romero President

Heritage Trust Company announced today that Michael Romero has been named president. “I am pleased to announce that Mike has been promoted from vice president and relationship manager to president of Heritage,” said Heritage CEO Aaron “AJ” Jack. “With Mike’s rich...


Relationship Management Associate

Position Summary |
This position is primarily responsible for maintaining client documentation, responding to client inquiries, and collaborating with Relationship Managers in support of serving clients and client acquisition.
Location |
Oklahoma City, OK

Heritage Book

Heritage Trust Oklahoma Growth Rooted In Trust We bring an unbiased approach to protecting, managing and growing your wealth. With a wide array of services and resources, our professionals are ready to sit down for a conversation to...


Argent Welcomes Shannon Mercer as Financial Planning Assistant

Argent Financial Group announced today that Shannon Mercer has joined the company as financial planning assistant for the Argent Advisors division in its Monroe office. Mercer will assist Trey Curtis, vice president and investment advisor, in office administration,...


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