Email

LinkedIn

Charles D. Wade

Managing Partner

MBA, The University of Alabama
B.A. (Finance), The University of Alabama

Charlie Wade joined Argent Financial Group in 2014 as Chief Operating Officer and is primarily responsible for advising our operations, middle office, investment operations, compliance and audit divisions, as well as other strategic initiatives. Previously, Charlie served as an executive vice president of Reliance Trust and managed the wealth management and investment divisions. He has more than 30 years of banking and investment experience.

Charlie served as founder, chairman and CEO of The Trust Company, now an Argent Financial Group company, in San Antonio, Texas. He also served as area president for Nations Bank in Corpus Christi and in San Antonio for several years.

Charlie has a master’s degree in business administration and bachelor’s degree in finance from the University of Alabama.

His civic and professional activities include serving as a trustee and former Executive Committee member of the SA Library Foundation, President of the Texas State Aquarium Association, and President of the Texas Chapter of RMA.

He and his wife Agatha have three daughters and two grandsons.

San Antonio

755 East Mulberry Suite 400, San Antonio, TX 78212

(210) 352-2410

755 East Mulberry Suite 400, San Antonio, TX 78212

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.

READ MORE
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.

READ MORE

Latest News & Resources

Insights

The Morning View: February 13, 2024

The Morning View: February 13, 2024

Announced this morning, the headline Consumer Price Index (CPI) increased 0.3% in January, slightly higher than expected and grew 3.1% on an annual basis. Monthly prices for Energy Services, including Electricity, up 1.2%, and Utility (piped) Gas Service, up 2.0%,...

The Corporate Transparency Act is Coming

The Corporate Transparency Act is Coming

The Corporate Transparency Act (“CTA”) went into effect on January 1, 2024, for newly formed companies and imposes strict reporting requirements that many other companies must meet by year-end. Basically, the CTA requires that all affected companies report the...

Interested in speaking with

one of our experts?

Share This