AmeriTrust announced today that Myles Linhares has joined the firm as financial planning analyst. Linhares is based in the Tulsa office and will report to Laurie Saint, assistant vice president of financial planning. AmeriTrust is a part of Argent Financial Group, a leading independent fiduciary wealth management firm in the South. In his new role, Linhares will provide financial analytics and research support for clients.
Linhares brings eight years of finance experience to AmeriTrust, having worked as a portfolio paraplanner at Stonebridge Financial Group in Frisco, Texas, and a client service associate at Bannerman Wealth Management in Dallas. He also held various trader positions at Fidelity Investments.
“Myles has a proven track record of strong wealth management decisions and being a mentor to his colleagues,” said Saint. “He is passionate about helping families prepare financially for their future and is a valuable addition to our team. We are fortunate to have him and look forward to having him join us in advancing our mission of helping our clients reach their financial goals.”
“AmeriTrust stands out in client dedication by earning trust and having long-lasting relationships,” said Linhares. “I am grateful for the opportunity to work with talented professionals and to be a part of the continued growth of this well-respected company.”
Linhares earned his bachelor’s degree in personal financial planning from Texas Tech University. He holds a Series 65 license with the Financial Industry Regulatory Authority (FINRA).
About AmeriTrust Corporation
AmeriTrust Corporation is part of the Argent Financial Group family of companies and was formed in 1997 in Tulsa, Oklahoma. The company provides investment management and trust management and administration services, as well as financial planning through a sister company AmeriTrust Investment Advisors, Inc. AmeriTrust Corporation is responsible for more than $730 million in client assets. For more information, visit www.ameritrusttulsa.com.
About Argent Financial Group
Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $35 billion in client assets, Argent provides individuals, families, businesses and institutions with a broad range of wealth management services, including trust and estate planning, investment management, ESOPs, retirement plan consulting, funeral and cemetery trusts, charitable organization administration, oil and gas (mineral) management and other unique financial services. Headquartered in Ruston, Louisiana, Argent was formed in 1990 and traces its roots back to 1930. For more information, visit www.ArgentFinancial.com.