Email

LinkedIn

Charles D. Wade

Chief Operating Officer

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

Charles Wade joined Argent Financial Group in 2014 as Chief Operating Officer. Charles is primarily responsible for our operations, middle office, investment operations, compliance and audit divisions, as well as other strategic initiatives. Previously, Charles 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.

Charles 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.

Charles 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 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Argent can expertly serve the multi-generational financial needs of your family.

READ MORE
Wealth Management

Wealth Management

Our expert 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

 

Mid-Month Market Perspectives

Mid-Month Market Perspectives

Unchartered Waters On the cusp of change Investors today are facing a wave of economic uncertainties. Over the past 18 months, central banks have provided the backstop for liquidity and investor confidence. That confidence, in turn, has propelled the markets to...

Argent Employee Spotlight – Megan Bowers

Argent Employee Spotlight – Megan Bowers

Meet Megan who is with Argent Mineral Management in Fort Worth and has been with us for 7 years. Q. What led you to Argent and what makes it unique? A. Shannon Reed. I was at a point in my career where change was needed. I leaned on my profession network and...

Interested in speaking with

one of our experts?

Share This