Our Team

Our Team

Jason Velie

Jason Velie

Trust Officer
Wilmington

As a Trust Officer for Argent Trust Company’s Funeral and Cemetery Division, Jason is responsible for the oversight and administration of various Funeral and Cemetery Trust relationships. Before joining Argent Trust Company, Jason worked in Trust Operations for Live...

Jed F. Miller

Jed F. Miller

Director of Fixed Income
Memphis

Jed joined Highland Capital in 2008 with 14 years of industry experience. He previously worked at Alternative Investment Strategies, First Tennessee Bank and GE Capital. Jed earned both his BS in finance and his MBA from the University of Maryland.

Jeff Oliver

Jeff Oliver

Vice President – Investment Operations
Nashville

Jeff joined Argent Trust in 2018 with the merger of Independence Trust into Argent. He currently works in the Investment Operations Department for Argent Fiduciary Consulting Services in our Nashville office where he supports the Investment and Administration...

Jesus “Jesse” Loyo

Jesus “Jesse” Loyo

Senior Middle Office Administrator
San Antonio

Jesse joined Argent Trust and its predecessors in 2012, and prior to joining Argent, served as assistant branch manager for BBVA Compass in San Antonio, Texas. Jesse attended Our Lady of the Lake University in San Antonio, Texas where he received his undergraduate...

Jill Knight Nalty

Jill Knight Nalty

Market President- New Orleans, LA
New Orleans

Jill Knight Nalty joined Argent as a Development Officer at Argent in 2019 where she was responsible for new client outreach and strengthening current client relationships. She was named Market President of New Orleans in 2021. In that role, Jill is responsible for...

Jim Christman

Jim Christman

Vice President & Trust Officer
Lake Charles

Jim joined Argent in 2008 to lead the company's office in Lake Charles, Louisiana. As an Argent Trust Officer, Jim services current clients and develops prospective clients for Trust Services, 1031 exchanges, and Fee-based Investment Management. Jim has been in...

Jim McElroy CFA®

Jim McElroy CFA®

Member-Investment Committee
Atlanta

Over an investment career covering over forty years, Jim McElroy has served as portfolio manager, partner, mutual fund manager, Chief Investment Officer, President, consultant and writer of commentary for several financial institutions and private investment firms....

Jodi Penn Rives

Jodi Penn Rives

Business Development Officer
Shreveport

Jodi is responsible for new client outreach and strengthening current customer relationships in Argent's Shreveport, Louisiana and Oxford, Mississippi markets. Prior to joining Argent in 2019, Jodi was business development director for Heard, McElroy & Vestal, the...

Joe Fisher, Jr

Joe Fisher, Jr

Senior Vice President
Beaumont

Joe has worked for Argent and its predecessor, Genesis Wealth Management for 20 years. As Senior Vice President, Joes serves high net worth clients in the Beaumont area focusing on wealth management and trust services. Joe is one of the most experienced financial...

John Barr

John Barr

Mineral Manager
Shreveport

John Barr has joined Argent Mineral Management as mineral manager. Barr will be based in Shreveport and focus on mineral wealth, contract negotiation, oil and gas accounting and asset evaluation. Barr brings 16 years of experience in the land business. Before joining...

John O. Allen, Jr

John O. Allen, Jr

Market President - Greenville, SC
Greenville

John Allen manages client relationships and leads the Greenville office in its client service efforts. He has 35 years of experience in trust, wealth management, tax and financial planning. Allen holds a BA from Furman University and is an Accredited Estate Planner...

Jon K. Daubert, J.D., LL.M.

Jon K. Daubert, J.D., LL.M.

Senior Vice President, Trust Officer
San Antonio

Jon joined Argent in 2019 and is responsible for managing personal and institutional relationships. He has more than 17 years of estate planning and trust banking experience with Frost Bank in San Antonio. Jon spent his early career in law, practicing as an estate,...

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