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Cris Dockery, CPFA

Director, Corporate Retirement Plans

B.S. (Business Administration), Mississippi State University
Certified Plan Fiduciary Advisor (CPFA)

Cris M. Dockery is the Director of Corporate Retirement Plans at Argent Wealth, leveraging his extensive financial expertise to craft innovative and tailored solutions for clients seeking mid- to high-net-worth wealth management.

As a Financial Advisor, Cris earned his B.S. in Business Administration from Mississippi State University. He specializes in private client wealth management; Cris brings a wealth of experience, particularly in retirement planning.

Cris is dedicated to designing and administrating individual company qualified 401(k) corporate benefit plans and Multiple Employer 401(k) Plans with Associations. Drawing from his 18 years as a business owner, he applies a unique perspective when collaborating with fellow entrepreneurs, offering strategic insights into 401(k) strategy, policy formulation, and carrier selection tailored to the distinct needs of both the company and its valued employees.

Before entering the financial services sector, Cris was vice president of a family-owned service business in Jackson, Mississippi. With over 18 years of hands-on experience in executive services and business ownership, Cris integrates his comprehensive understanding of business operations into his role at Argent Wealth. During his tenure as a business owner, Cris not only administered employee benefit programs but also collaborated with carriers to select optimal solutions that aligned with the company’s ethos and prioritized the well-being of its workforce.

 

Ridgeland

1020 Highland Colony Pkwy #603, Ridgeland, MS 39157

(601) 707-0008

1020 Highland Colony Pkwy #603, Ridgeland, MS 39157

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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Retirement Plan Consulting

Retirement Plan Consulting

Argent Retirement Plan Advisors is a Registered Investment Advisor with the SEC that specializes in fiduciary and investment advisory services for retirement plan sponsors.

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Latest News & Resources

Insights

The Corporate Transparency Act is Here

The Corporate Transparency Act is Here

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...

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%,...

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