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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 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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Latest News & Resources

Insights

Retirement Times February 2023 Newsletter

Retirement Times February 2023 Newsletter

February 2023 This month's Retirement Times discusses the following: Offboarding Employees from Your 401(k) Plan Three Risk Considerations for Utilizing Retirement Assets Four Plan Design Features to Help You Attract and Retain Talent Participant Corner - The...

The Morning View: February 3, 2023

The Morning View: February 3, 2023

Announced this morning, the economy added 517,000 jobs in January, much higher than expected and the previous month was revised higher. The Leisure and Hospitality industry was strong, adding 128,000 jobs, while the Motor Vehicle and Parts industry was relatively...

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