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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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The Morning View: February 3, 2023

The Morning View: February 3, 2023

Announced this morning, the economy added 517,000 jobs in January, much higher than expected and the previous month was revised higher. The Leisure and Hospitality industry was strong, adding 128,000 jobs, while the Motor Vehicle and Parts industry was relatively...

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