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Argent Financial Group Announces Portfolio Manager Saiyida Gardezi Has Earned the CFA Charter
Heritage Trust's parent company, Argent Financial Group, announced today that Saiyida Gardezi has successfully completed the Chartered Financial Analyst® Program. By earning the CFA designation, Gardezi has achieved one of the highest distinctions in the investment...
Relationship Management Associate
Kiplinger.com: 5 of the Worst Assets to Inherit – (Mike Romero quoted)
American Funeral Director.com: Is It Time for a 401(k) Tuneup for Your Company’s Retirement Plan?
Argent Trust Company Wealth Advisor Austin McCarty Earns CFP® Certification
Austin McCarty, a wealth advisor in Argent Trust Company’s Oxford office, has earned his Certified Financial Planner (CFP®) certification and has been promoted to assistant vice president at Argent Trust. The CFP® mark is widely recognized as the highest standard in...
FWTX.com: Texas Law Changes Make Dynasty Trusts More Appealing
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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...