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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 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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Latest News & Resources

Insights

The Morning View: May 27, 2022

The Morning View: May 27, 2022

Announced this morning, Personal Income increased 0.4% in April, lower than expected, and Personal Spending increased 0.9% in April, more than expected and the previous month was revised three tenths higher to 1.4%. Real Personal Spending, which accounts for...

How To Determine If You Need A Will

How To Determine If You Need A Will

Originally published in Forbes on May 25, 2022 BY: DAVID REDDING, CTFA, AEP, CWS Austin, TX Market President, Argent Trust Company | (512) 478-3188 Most people are generally familiar with what is called a will, or more formally a “Last Will and Testament.” Most people...

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