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AmeriTrust Welcomes Myles Linhares As Financial Planning Analyst
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...
Biz New Orleans.com: Whom Do You Trust?
Family Wealth Report.com: Who’s Moving Where in Wealth Management?-Shannon Mercer
Argent Welcomes Shannon Mercer as Financial Planning Assistant
Argent Financial Group announced today that Shannon Mercer has joined the company as financial planning assistant for the Argent Advisors division in its Monroe office. Mercer will assist Trey Curtis, vice president and investment advisor, in office administration,...
Kiplinger.com: What Role Should Your Children Play in Your Business Succession Plan?
Former Frost Wealth Advisors Chief Investment Officer Joins Argent Trust Company
Argent EVP David Williams Appointed to the ESOP Association’s Inaugural Public Policy Council
David Williams, executive vice president of Argent Trust Company and manager of its fiduciary services team in Atlanta, Georgia, has been appointed to The ESOP Association’s (TEA) inaugural Public Policy Council. Williams, who also will serve on TEA’s Fiduciary...