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Caylee Addison, MBA, CTFA

Assistant Vice President, Trust Officer

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

Argent Trust Company, a subsidiary of Argent Financial Group, announced today that Caylee Addison has been promoted to assistant vice president and trust officer in the Austin office. Addison, who previously served as a trust officer, will continue to report to Austin Market President David Redding.

Addison will continue to 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.

Before joining Argent, Addison was a trust officer at Wells Fargo Bank, where she managed accounts by providing guidance and solutions to clients and beneficiaries on administrative matters.

Addison graduated from Campbell University with a bachelor’s degree in business administration in trust and wealth management and a master’s in business administration. She also earned her Certified Trust and Fiduciary Advisor certification from the American Bankers Association. Caylee also serves as a board member for the Estate Planning and Probate Section of the Austin Bar.

Caylee moved to Austin from Colorado, and although she misses the mountains, she is much happier with the warmer weather. In her free time, she enjoys spending time with friends, walking the various trails in Austin, finding new restaurants to try, and reading a really good book. She is an active member in her church and loves to serve the Austin community.

 

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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