B.B.A. (Finance), Kennesaw State University
Carrie joined Argent in 2015 and brings 19 years of experience in the trust profession. A graduate of Kennesaw State University with a Bachelor of Business Administration in Finance, she specializes in creating and managing workflows and overseeing daily operations within the Institutional Middle Office. Carrie provides expert guidance to both the Front Office and Middle Office on client accounts and processing, ensuring seamless operations and exceptional service.
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.
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.
Summary •The S&P 500 gained 2.3% in the third quarter, closing the quarter at 7,652, with record highs set along the way. But the quarter’s real story was in the bond market: the Federal Reserve delivered its first hike in more than three years, and the 10-year...
October 2026 This month's Retirement Times discusses the following: The Hidden Retirement Cost of Employee Caregiving IRS Provides Update on Opinion Letters for DC Qualified Pre-approved Plans Court Narrows Earlier Ruling on Brokerage Window Fee Disclosure in Alas v....
https://vimeo.com/1232374711 In this morning’s data, the economy added just 29,000 jobs in September, less than expected, and the previous month was revised lower. Reviewing the individual categories, the Health Care and Social Assistance industry was relatively...
