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Brenda VanValen, CFP®, CTFA, CWS

Market President - Charlotte, NC

B.A. (Trust Management), Campbell University
Associate of Science, Mount Aloysius College
CWS, Cannon Trust I, II, III, Trust Tax I,II

Brenda Van Valen joined Argent in 2015 as Market President of our Charlotte, North Carolina office. Brenda will serve high net worth clients with trust, investment, estate and family office services.

Prior to joining Argent, Brenda was Senior Vice President at Reliance Trust Company. She has been serving trust clients from the Charlotte area for almost 20 years. She has graduated from Cannon Trust I,II and III and Cannon Tax I and II as well as becoming a Certified Wealth Strategist and a CERTIFIED FINANCIAL PLANNER™ professional.

Active in her community and her industry, Brenda is a member of the Charlotte Estate Planning Council and the Central Arizona Estate Planning Council. She is also a Kingdom Advisor.

Charlotte

11020 David Taylor Drive Suite 430, Charlotte, NC 28262

(980) 224-4772

11020 David Taylor Drive Suite 430, Charlotte, NC 28262

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With over 30 years of expertise serving as sole trustee, co-trustee, successor trustee and directed trustee for thousands of clients, Argent can expertly serve the multi-generational wealth preservation and transfer needs of your family.

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Wealth Management

Wealth Management

Our expert wealth 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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Latest News & Resources

Insights

The Morning View: September 11, 2026

The Morning View: September 11, 2026

https://vimeo.com/1225957094 Announced this morning, the Consumer Price Index (CPI) increased 0.4% in August, as expected and was three-tenths higher than the previous month’s increase. On an annual basis, it grew 3.4%, the same as the previous month.  The core rate,...

Market Update- September 2026

Market Update- September 2026

Summary •Long-duration government bonds were August’s focal point. The 30-year U.S. Treasury yield reached 5.31% on August 18, its highest level since June 2007, while long-dated sovereign yields rose across other major developed markets. Japan’s 10-year...

Market Perspectives- September 2026

Market Perspectives- September 2026

Resilience Has a Price Markets have an interesting way of making investors uncomfortable no matter which direction the economic data moves. Weak numbers quickly become recession stories; strong numbers become inflation and interest-rate stories. Friday’s employment...

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