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Amy Rhodes, CFIRS

VP & Senior Compliance Administrator

Vice President & Senior Compliance Administrator
Certified Fiduciary and Investment Risk Specialist
Certified IRA Specialist I
Environmental Design, Texas A&M University

Amy serves as vice president and senior compliance administrator of retirement services with Argent’s Fiduciary Consulting Services division. In this role, she is responsible for all aspects of compliance for Argent Trust Company.

Amy has nearly 30 years of banking and trust industry experience. Prior to joining Argent, she served as vice president and fiduciary compliance specialist with Frost Bank in San Antonio, where she had worked since beginning her career in 1989. She joined the bank as a trust operations cash disbursement specialist, later serving as vice president/wealth management systems analyst.

Amy is a Certified Fiduciary and Investment Risk Specialist and Certified IRA Specialist I. She attended Texas A&M University, where she studied environmental design.

San Antonio

755 East Mulberry Suite 400, San Antonio, TX 78212

(210) 352-2410

755 East Mulberry Suite 400, San Antonio, TX 78212

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Argent can expertly serve the multi-generational financial needs of your family.

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Wealth Management

Wealth Management

Our expert advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.

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Insights

The Morning View: January 15, 2021

The Morning View: January 15, 2021

In this morning’s data, Retail Sales for December fell -0.7%, worse than expected.  Non-store Retailers, Electronics & Appliances, and Food Service & Drinking Places were especially weak, while Gasoline Stations showed some strength.  The Control Group, which...

Recognizing the Value of Financial Planning for Trust Beneficiaries

Recognizing the Value of Financial Planning for Trust Beneficiaries

BY: DAVID RUSSELL, CFP®, CSA® Vice President & Trust Officer  |  (601) 707-0008 When it comes to working with clients, professional services providers (CPAs, estate planning attorneys, for example) know that one thing is nearly certain: their clients’ financial...

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