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MARSHALL BARTLETT
Marshall became a Senior Portfolio Manager at Argent Trust in 2018 when Independence Trust merged with Argent. As Chief Investment Officer at Independence, he oversaw portfolio management, trading, and other investment functions for the firm’s clients, including individuals, institutions, and cemetery funeral relationships. These functions also included serving as lead manager for the firmSAMUEL BOLDRICK
San Antonio. 755 East Mulberry Suite 400, San Antonio, TX 78212 (210)352-2410
TREY CURTIS, CFP®
Trey has over a decade of experience as a financial Advisor serving the needs of clients in the Ouachita Parish market. He joined Argent in 2011 and continues to serve the wealth management needs of clients in Northeast Louisiana, particularly in Ouachita Parish. A native of Minden, LA, Trey holds a Bachelor’s Degree in AccountingJILL KNIGHT NALTY
Jill Knight Nalty - Argent Financial Group, Inc. Show All AmeriTrust Argent Advisors Argent Family Wealth Services Argent Fiduciary Consulting Services, LLC Argent Financial Group Argent Mineral Management Argent Retirement Plan Advisors Argent Trust Company Heritage Trust Company Highland Capital Management Management Team. Email. (504) 291-8860. WEALTH MANAGEMENT AND TRUST SERVICES FROM ARGENT FINANCIALWHO WE ARESERVICESOUR TEAMINSIGHTSNEWSCONTACT US Announced this morning, the economy added 559,000 jobs in May, less than expected. The Leisure and Hospitality industry was strong, adding 292,000 jobs, while the Construction sector was weak, as ARGENT TRUST COMPANY Argent Trust Company is Argent Financial Group’s flagship subsidiary. For over 30 years, we have helped individuals, families, businesses, and institutions ensure their legacy and safeguard their wealth through trust administration and estate planning, investment management, and other fiduciary services. Argent Trust operates under a Tennessee-domiciled trust charter so that our clients may RUSTON - ARGENT FINANCIAL GROUP, INC Home to Argent’s corporate headquarters, the Ruston, Louisiana office encompasses several corporate support teams—accounting, finance, human resources, IT, marketing and trust operations—as well client-facing teams for Argent Advisors, Argent Mineral Management and Argent Trust, including personnel specializing in Employee Benefits, Funeral and Cemetery Trusts and Municipal Advisory SPECIAL NEEDS TRUSTS A Special Needs Trust (SNT), also sometimes called a Supplemental Needs Trust or a Disability Payback Trust, is created to ensure that persons with disabilities can receive an inheritance or settlement proceeds without disrupting their eligibility for financially determined, needs-based benefits, such as Supplemental Security Income (SSI) or Medicaid and without the trust funds being WHAT LIES BENEATH: MANAGING MINERAL WEALTH Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $30 billion in client assets, Argent provides individuals, families, businesses and institutions with a broad range of wealth management services, including trust and estate administration, investment management, ESOPs, retirement plan consulting, funeral and CROSSETT - ARGENT FINANCIAL GROUP, INC Argent Advisors’ Crossett, Arkansas team joined the company in 2019 following the merger of First National Bank of Crossett and Century Next Financial of Ruston, LA. The Crossett team is led by Justin Green, a registered advisor and broker through Registered Investment Advisor, LPL Financial.MARSHALL BARTLETT
Marshall became a Senior Portfolio Manager at Argent Trust in 2018 when Independence Trust merged with Argent. As Chief Investment Officer at Independence, he oversaw portfolio management, trading, and other investment functions for the firm’s clients, including individuals, institutions, and cemetery funeral relationships. These functions also included serving as lead manager for the firmSAMUEL BOLDRICK
San Antonio. 755 East Mulberry Suite 400, San Antonio, TX 78212 (210)352-2410
TREY CURTIS, CFP®
Trey has over a decade of experience as a financial Advisor serving the needs of clients in the Ouachita Parish market. He joined Argent in 2011 and continues to serve the wealth management needs of clients in Northeast Louisiana, particularly in Ouachita Parish. A native of Minden, LA, Trey holds a Bachelor’s Degree in AccountingJILL KNIGHT NALTY
Jill Knight Nalty - Argent Financial Group, Inc. Show All AmeriTrust Argent Advisors Argent Family Wealth Services Argent Fiduciary Consulting Services, LLC Argent Financial Group Argent Mineral Management Argent Retirement Plan Advisors Argent Trust Company Heritage Trust Company Highland Capital Management Management Team. Email. (504) 291-8860. WEALTH MANAGEMENT AND TRUST SERVICES FROM ARGENT FINANCIAL Announced this morning, the economy added 559,000 jobs in May, less than expected. The Leisure and Hospitality industry was strong, adding 292,000 jobs, while the Construction sector was weak, asCLIENT LOGIN
Client Login. Argent Trust Online Client Portal Users, please CLICK HERE. For assistance setting up and using the Client Portal please refer to this guide. WebLink Users, please CLICK HERE. For assistance setting up and using WebLink please refer to this guide. ESOP clients (user ID begins with IEA), please CLICK HERE. If you have any issues OUR TEAM - ARGENT FINANCIAL GROUP, INC Ken Alderman, CFA. President, Argent Trust. Birmingham. Ken joined Argent Trust in 2016 with the opening of our Birmingham office reporting to Kyle McDonald, CEO of Argent Financial Group. In his role as President of Argent Trust Company, he oversees the activities of Argent Trust Company with offices in Texas, Louisiana,ARGENT ADVISORS
Argent Advisors is a Registered Investment Advisory firm with decades of combined experience. Our specialized planning, protection, and investment services offer a comprehensive approach to help you achieve financial well-being. For individual clients, we offer diversified financial services related to financial planning, investment management, and retirement planning. Our goal is to create OIL & GAS MANAGEMENT With Argent as an ally, our clients receive the benefit of a personal relationship with a local advisory team with decades of oil and gas management experience, as well as experience in accounting, forestry, banking and trusts.. We offer clients the experience, information network and negotiation leverage that comes with managing over 3,000,000 acres of mineral interests across 30 states. FUNERAL & CEMETERY TRUSTS Argent’s Funeral & Cemetery Trust Services is a dedicated business group that provides customized services to deathcare industry companies in the United States. Backed by a veteran team with decades of experience, our proven solutions increase profits for clients and reduce the worry and stress ofKYLE MCDONALD
As its founder, Kyle has served as the only Chief Executive Officer of Argent Financial Group and its predecessor since May 1990. In that role, he is involved in the management of all Argent entities and responsible for strategic planning for Argent. Prior to founding Argent, Kyle worked for the Louisiana Bankers Association on the BYRON R. MOORE, CFP® Byron has been in the financial services industry since 1982 and a Certified Financial Planner® practitioner since 1991. His financial columns have appeared in three North Louisiana Newspapers since 1993. His Money Matters television segment aired weekly on KNOE TV’s Good Morning, Ark La Miss from 1995 through 2010. With 30 years ofexperience in
DALLAS - ARGENT FINANCIAL GROUP, INC Dallas Office Information. Argent Trust’s Dallas office, which is located in Two Turtle Creek in Turtle Creek Village, opened in early 2018 along with the company’s Fort Worth and Austin locations. The Dallas office is headed by Linda Baker, who has more than 39 years of experience leading complex wealth, trust, estate and retirementJILL KNIGHT NALTY
Jill Knight Nalty - Argent Financial Group, Inc. Show All AmeriTrust Argent Advisors Argent Family Wealth Services Argent Fiduciary Consulting Services, LLC Argent Financial Group Argent Mineral Management Argent Retirement Plan Advisors Argent Trust Company Heritage Trust Company Highland Capital Management Management Team. Email. (504) 291-8860. WEALTH MANAGEMENT AND TRUST SERVICES FROM ARGENT FINANCIALWHO WE ARESERVICESOUR TEAMINSIGHTSNEWSCONTACT US Serve as a fiduciary, always acting in your best interest. Are thoughtful, independent and objective. Provide a wide array of wealth management solutions. Commit to excellence in every phase of our relationship with you. Offer a highly customized client experience ARGENT TRUST COMPANY Argent Trust Company is Argent Financial Group’s flagship subsidiary. For over 30 years, we have helped individuals, families, businesses, and institutions ensure their legacy and safeguard their wealth through trust administration and estate planning, investment management, and other fiduciary services. Argent Trust operates under a Tennessee-domiciled trust charter so that our clients may RUSTON - ARGENT FINANCIAL GROUP, INCARGENT FINANCIAL GROUPARGENT FINANCIAL GROUP RUSTONARGENT FINANCIAL TRUSTARGENT FINANCIAL SERVICESARGENT FINANCIAL GROUP MONROE LAARGENT FINANCIAL RUSTON LA Home to Argent’s corporate headquarters, the Ruston, Louisiana office encompasses several corporate support teams—accounting, finance, human resources, IT, marketing and trust operations—as well client-facing teams for Argent Advisors, Argent Mineral Management and Argent Trust, including personnel specializing in Employee Benefits, Funeral and Cemetery Trusts and Municipal Advisory WHAT LIES BENEATH: MANAGING MINERAL WEALTH Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $30 billion in client assets, Argent provides individuals, families, businesses and institutions with a broad range of wealth management services, including trust and estate administration, investment management, ESOPs, retirement plan consulting, funeral and SPECIAL NEEDS TRUSTS A Special Needs Trust (SNT), also sometimes called a Supplemental Needs Trust or a Disability Payback Trust, is created to ensure that persons with disabilities can receive an inheritance or settlement proceeds without disrupting their eligibility for financially determined, needs-based benefits, such as Supplemental Security Income (SSI) or Medicaid and without the trust funds being CROSSETT - ARGENT FINANCIAL GROUP, INC Argent Advisors’ Crossett, Arkansas team joined the company in 2019 following the merger of First National Bank of Crossett and Century Next Financial of Ruston, LA. The Crossett team is led by Justin Green, a registered advisor and broker through Registered Investment Advisor, LPL Financial.KYLE MCDONALD
As its founder, Kyle has served as the only Chief Executive Officer of Argent Financial Group and its predecessor since May 1990. In that role, he is involved in the management of all Argent entities and responsible for strategic planning for Argent. Prior to founding Argent, Kyle worked for the Louisiana Bankers Association on theMARSHALL BARTLETT
Marshall became a Senior Portfolio Manager at Argent Trust in 2018 when Independence Trust merged with Argent. As Chief Investment Officer at Independence, he oversaw portfolio management, trading, and other investment functions for the firm’s clients, including individuals, institutions, and cemetery funeral relationships. These functions also included serving as lead manager for the firmJILL KNIGHT NALTY
Jill Knight Nalty - Argent Financial Group, Inc. Show All AmeriTrust Argent Advisors Argent Family Wealth Services Argent Fiduciary Consulting Services, LLC Argent Financial Group Argent Mineral Management Argent Retirement Plan Advisors Argent Trust Company Heritage Trust Company Highland Capital Management Management Team. Email. (504) 291-8860.SAMUEL BOLDRICK
San Antonio. 755 East Mulberry Suite 400, San Antonio, TX 78212 (210)352-2410
WEALTH MANAGEMENT AND TRUST SERVICES FROM ARGENT FINANCIALWHO WE ARESERVICESOUR TEAMINSIGHTSNEWSCONTACT US Serve as a fiduciary, always acting in your best interest. Are thoughtful, independent and objective. Provide a wide array of wealth management solutions. Commit to excellence in every phase of our relationship with you. Offer a highly customized client experience ARGENT TRUST COMPANY Argent Trust Company is Argent Financial Group’s flagship subsidiary. For over 30 years, we have helped individuals, families, businesses, and institutions ensure their legacy and safeguard their wealth through trust administration and estate planning, investment management, and other fiduciary services. Argent Trust operates under a Tennessee-domiciled trust charter so that our clients may RUSTON - ARGENT FINANCIAL GROUP, INCARGENT FINANCIAL GROUPARGENT FINANCIAL GROUP RUSTONARGENT FINANCIAL TRUSTARGENT FINANCIAL SERVICESARGENT FINANCIAL GROUP MONROE LAARGENT FINANCIAL RUSTON LA Home to Argent’s corporate headquarters, the Ruston, Louisiana office encompasses several corporate support teams—accounting, finance, human resources, IT, marketing and trust operations—as well client-facing teams for Argent Advisors, Argent Mineral Management and Argent Trust, including personnel specializing in Employee Benefits, Funeral and Cemetery Trusts and Municipal Advisory WHAT LIES BENEATH: MANAGING MINERAL WEALTH Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $30 billion in client assets, Argent provides individuals, families, businesses and institutions with a broad range of wealth management services, including trust and estate administration, investment management, ESOPs, retirement plan consulting, funeral and SPECIAL NEEDS TRUSTS A Special Needs Trust (SNT), also sometimes called a Supplemental Needs Trust or a Disability Payback Trust, is created to ensure that persons with disabilities can receive an inheritance or settlement proceeds without disrupting their eligibility for financially determined, needs-based benefits, such as Supplemental Security Income (SSI) or Medicaid and without the trust funds being CROSSETT - ARGENT FINANCIAL GROUP, INC Argent Advisors’ Crossett, Arkansas team joined the company in 2019 following the merger of First National Bank of Crossett and Century Next Financial of Ruston, LA. The Crossett team is led by Justin Green, a registered advisor and broker through Registered Investment Advisor, LPL Financial.KYLE MCDONALD
As its founder, Kyle has served as the only Chief Executive Officer of Argent Financial Group and its predecessor since May 1990. In that role, he is involved in the management of all Argent entities and responsible for strategic planning for Argent. Prior to founding Argent, Kyle worked for the Louisiana Bankers Association on theMARSHALL BARTLETT
Marshall became a Senior Portfolio Manager at Argent Trust in 2018 when Independence Trust merged with Argent. As Chief Investment Officer at Independence, he oversaw portfolio management, trading, and other investment functions for the firm’s clients, including individuals, institutions, and cemetery funeral relationships. These functions also included serving as lead manager for the firmJILL KNIGHT NALTY
Jill Knight Nalty - Argent Financial Group, Inc. Show All AmeriTrust Argent Advisors Argent Family Wealth Services Argent Fiduciary Consulting Services, LLC Argent Financial Group Argent Mineral Management Argent Retirement Plan Advisors Argent Trust Company Heritage Trust Company Highland Capital Management Management Team. Email. (504) 291-8860.SAMUEL BOLDRICK
San Antonio. 755 East Mulberry Suite 400, San Antonio, TX 78212 (210)352-2410
WEALTH MANAGEMENT AND TRUST SERVICES FROM ARGENT FINANCIAL Serve as a fiduciary, always acting in your best interest. Are thoughtful, independent and objective. Provide a wide array of wealth management solutions. Commit to excellence in every phase of our relationship with you. Offer a highly customized client experienceCLIENT LOGIN
Client Login. Argent Trust Online Client Portal Users, please CLICK HERE. For assistance setting up and using the Client Portal please refer to this guide. WebLink Users, please CLICK HERE. For assistance setting up and using WebLink please refer to this guide. ESOP clients (user ID begins with IEA), please CLICK HERE. If you have any issues OUR TEAM - ARGENT FINANCIAL GROUP, INC Laurie joined Argent full time in 2005. Before 2005, Argent’s leadership team recruited Laurie to do some consulting work for the firm. After successfully completing various projects for Argent, our leadership team hired her as our full time Chief Financial Officer. ARGENT MINERAL MANAGEMENT Argent Mineral Management (AMM) exists to help our clients protect their property while maximizing wealth from their mineral assets. We provide all-encompassing mineral management services, including the accounting and auditing of royalty payments. Formed in 2005 to serve clients with mineral interests, we have been very successful in helping landowners protect and maximize their oil OIL & GAS MANAGEMENT With Argent as an ally, our clients receive the benefit of a personal relationship with a local advisory team with decades of oil and gas management experience, as well as experience in accounting, forestry, banking and trusts.. We offer clients the experience, information network and negotiation leverage that comes with managing over 3,000,000 acres of mineral interests across 30 states. FUNERAL & CEMETERY TRUSTS Argent’s Funeral & Cemetery Trust Services is a dedicated business group that provides customized services to deathcare industry companies in the United States. Backed by a veteran team with decades of experience, our proven solutions increase profits for clients and reduce the worry and stress ofKYLE MCDONALD
As its founder, Kyle has served as the only Chief Executive Officer of Argent Financial Group and its predecessor since May 1990. In that role, he is involved in the management of all Argent entities and responsible for strategic planning for Argent. Prior to founding Argent, Kyle worked for the Louisiana Bankers Association on the DALLAS - ARGENT FINANCIAL GROUP, INC Dallas Office Information. Argent Trust’s Dallas office, which is located in Two Turtle Creek in Turtle Creek Village, opened in early 2018 along with the company’s Fort Worth and Austin locations. The Dallas office is headed by Linda Baker, who has more than 39 years of experience leading complex wealth, trust, estate and retirementDUT LEBLANC, CPA
Dut joined Argent following his retirement from multinational accounting firm KPMG in 2019 after spending 40 years there. With Argent, Dut leads the company’s services for high net worth and ultra high net worth clients through the company’s Argent Family Wealth Services line of business. During his time at KPMG, Dut ledsome of the
JAMES FERRARO, J.D.
Shreveport. 333 Texas Street Suite 699, Shreveport, LA 71101 (318)588-6500
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WELCOME TO FIDUCIARY-BASED WEALTH MANAGEMENT. EVERYTHING WE DO STARTS WITH YOU. At Argent, we bring an unbiased approach to protecting, managing and growing your wealth. With a wide array of fiduciary-based services and resources, our advisors are ready to sit down for a conversation to see how they can help you reach your goals.TRUST
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Argent has deep roots throughout the South—which we trace back to 1930—and a legacy of corporate growth driven by the desire to provide our clients with exceptional service. Today, in our 31 markets located across 12 southern states, Argent employs 300 professionals with responsibility for more than $27 billion in client assets and 3 million mineral acres. We continue to be a company that is privately owned by our staff, clients, and avid supporters, all committed to serving our clients excellently, just as we began.LEARN MORE
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Mar 04
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4 REASONS WHY YOU SHOULD CREATE A DYNASTY TRUST TO PASS DOWN YOURWEALTH
By Sarah Warren
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Argent Insights
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BY: JON DAUBERT, JD, LL.M. Senior Vice President & Trust Officer – Argent Trust Company | (210) 581-0436 With federal estate tax exemptions at historic highs, individuals and married couples…Read More
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