Email

LinkedIn

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.

11020 David Taylor Drive Suite 430, Charlotte, NC 28262

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.

READ MORE
Wealth Management

Wealth Management

Argent can assist in the day-to-day administration and management of your family’s financial affairs, consult on the preservation of family vision and preparation of heirs and carry out philanthropic goals.

READ MORE

Latest News & Resources

Insights

Retirement Times December 2020 Newsletter

Retirement Times December 2020 Newsletter

December 2020 This month's Retirement Times discusses post-election commentary. Stock markets abhor uncertainty. Currently, investment prognosticators are interpreting the election results to create a relatively “stagnant” legislative environment. Download the...

Why Eulogy and Resume Virtues Matter In Estate Planning

Why Eulogy and Resume Virtues Matter In Estate Planning

THIS ARTICLE IS FIRST IN A FOUR-PART SERIES THAT EXPLORES ESTATE AND LEGACY PLANNING.   When I talk to individuals and couples about estate planning and the legacy they want to leave behind, I often ask them: How do you want to be remembered? It’s not an easy...

Argent Employee Spotlight – Melissa Garner

Argent Employee Spotlight – Melissa Garner

Meet Melissa Garner, who is with Argent Trust in Shreveport and has been with us for 14 years.   Q. What led you to Argent and what makes it unique? A. I came to Argent fresh out of grad school, looking for a company that I could have a career with. I found it! I...

Interested in speaking with

one of our experts?