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Caylee Addison, MBA

Trust Officer

MBA, Campbell University, Buies Creek, NC
BBA (Trust & Wealth Management) minor in Financial Planning, Campbell University, Buies Creek, NC

Caylee Addison serves as a Trust Officer in our Austin, TX location. Addison will serve Argent’s clients by assisting with trust and estate planning. She will be responsible for administering client trust, estate and investment accounts for individuals, private foundations and endowments.

Addison joins Argent from Wells Fargo Bank, where she served as Trust Officer. In that role, she managed accounts by providing understanding and solutions to clients and beneficiaries on administrative matters.

Addison is a graduate of Campbell University, earning both her bachelor’s in business administration in trust and wealth management and her master’s in business administration.

Caylee moved to Austin from Colorado, and although she misses the mountains, she is much happier with the warmer weather. She is an active member in her church, serving as a leader in Kids Ministry. She loves the outdoors and enjoys walking the numerous trails around Austin and paddle boarding on the various lakes and rivers.

Austin

3508 Far West Blvd. Ste 375, Austin, TX 78731

(512) 524-2300

3508 Far West Blvd. Ste 375, Austin, TX 78731

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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