Site Search
Search Results
Argent Financial Group Promotes Grant Nelson to Mineral Audit Manger
Argent Financial Group, a leading fiduciary wealth management firm, announced that it has promoted Grant Nelson to mineral audit manager. As mineral audit manager, Nelson will focus on determining accuracy of oil and gas royalties through lease, volumes, price and tax...
Argent Financial Group Wins Stevie® Award for Financial Services Company of the Year
Argent Financial Group, a leading independent fiduciary wealth management firm, has been named the winner of a Stevie® Award in the 20th Annual American Business Awards®. The Ruston, Louisiana-based company received a silver award for Company of the Year – Financial...
TRUST Magazine
Summer 2022 TRUST | An Independent Perspective TRUST, an annual publication from Heritage Trust and AmeriTrust, explores the past year's market developments and discusses strategies for investors to navigate their personal wealth...
Heritage Trust Company Appoints Brooke Henderson as Vice President, Relationship Manager in Oklahoma City
Heritage Trust, a subsidiary of Argent Financial Group, announced that it has hired Brooke Henderson as vice president, relationship manager. Henderson will be responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and...
Brooke Henderson, J.D., CFP®
Brooke serves as Vice President, Relationship Manager at Heritage. She brings 15 years of experience in a variety of fields — including legal, financial planning, trust administration and relationship management. In her role, Brooke assists clients in a variety of...
Argent Mineral Management Promotes David Smith to Louisiana Manager and Business Development Officer
Argent Mineral Management, a subsidiary of Argent Financial Group, announced that it has promoted David Smith to Louisiana manager and business development officer. Smith will continue to oversee business development and implementation and will also provide leadership...
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...
Argent Financial Group Fiduciary Professionals Recognized in ABA “Under 40 Awards In Wealth Management
Argent Financial Group announced today that Brooks Campany, regional manager for its Argent Trust Company offices in Oxford and Jackson, Mississippi and Memphis, Tennessee and Kenny Brown, Jr., senior vice president and chief operating officer for its subsidiary,...
Argent Financial Group Managing Director Among NAPA Top Women Advisors
Argent Financial Group announced today that Linde Murphy, managing director for its subsidiary, Argent Retirement Plan Advisors, has been named one of the National Association of Plan Advisors (NAPA) 2021 Top Women Advisors in the Rising Stars category. This is the...
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...