OKLAHOMA CITY--(BUSINESS WIRE)--InvesTrust, an Oklahoma owned and operated national trust bank and provider of employer-sponsored retirement plans, today announced Vicki Heroy has joined its trust division. Heroy, an experienced trust officer who holds the Certified Trust Financial Advisor and NASD Series 65 Investment Advisor Representative certifications, has 15 years of banking industry experience. In her role at InvesTrust, Heroy will be responsible for working with clients to develop financial strategies that meet their individual needs, as well as managing daily trust administration.
“We are pleased to announce Vicki’s addition to our trust management team”
“We are pleased to announce Vicki’s addition to our trust management team,” said David Thompson, president and CEO of InvesTrust. “She brings a wealth of knowledge and experience to the complex role of trust creation and administration. Her attention to detail and commitment to her clients will enable InvesTrust to continue providing our trust clients and their families the highest level of customer support and service in the market.”
Heroy said that InvesTrust’s client-centered philosophy is key to building the trust and communication needed for effective trust administration. “InvesTrust understands that one size does not fit all when it comes to financial planning. Our experienced team of skilled professionals excels at helping clients identify their long-term goals, providing the resources necessary to make those goals a reality and creating customized plans that meet their needs. We alleviate stress and allow our clients to enjoy life by taking on the day-to-day oversight and administration of their assets.”
Mark Williams, InvesTrust chief investment officer, commented, “I’ve had the honor of working with Vicki in the past and look forward to having her as a colleague again. She brings a high degree of professionalism and a spirit of client-centric service to the job of trust administration. We are thrilled to have her join the InvesTrust team.”
Prior to joining InvesTrust, Heroy most recently worked for Bank of Oklahoma and BancFirst. Heroy received her bachelor’s degree in finance from the University of Central Oklahoma and graduated magna cum laude with a M.B.A. from Mid-America Christian University. She is a member of the Oklahoma City Estate Planning Council.
Founded in 1998, InvesTrust is part of ASC Holding, the asset and trust management subsidiary of American Fidelity Corp., Oklahoma’s largest provider of insurance, financial and asset management products and services.
For more information on InvesTrust, ASC, or American Fidelity, please visit the following websites: