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Jason Velie

Trust Officer

B.S. (Finance), University of North Carolina Wilmington

As a Trust Officer for Argent Trust Company’s Funeral and Cemetery Division, Jason is responsible for the oversight and administration of various Funeral and Cemetery Trust relationships.

Before joining Argent Trust Company, Jason worked in Trust Operations for Live Oak Trust, a division of Live Oak Bank. Before that, he was a Financial Advisor for Edward Jones. Jason has earned his bachelor’s degree in Business Administration with a concentration in Finance from the University of North Carolina Wilmington.

2602 Iron Gate Drive Suite 202, Wilmington, NC 28412

Provided Services

Funeral & Cemetery Trusts

Funeral & Cemetery Trusts

Argent’s dedicated funeral and cemetery trust group serves the deathcare industry across the United States with preneed, perpetual care, and merchandise trusts, as well as investment management.

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Latest News & Resources

Insights

The Morning View: January 15, 2021

The Morning View: January 15, 2021

In this morning’s data, Retail Sales for December fell -0.7%, worse than expected.  Non-store Retailers, Electronics & Appliances, and Food Service & Drinking Places were especially weak, while Gasoline Stations showed some strength.  The Control Group, which...

Recognizing the Value of Financial Planning for Trust Beneficiaries

Recognizing the Value of Financial Planning for Trust Beneficiaries

BY: DAVID RUSSELL, CFP®, CSA® Vice President & Trust Officer  |  (601) 707-0008 When it comes to working with clients, professional services providers (CPAs, estate planning attorneys, for example) know that one thing is nearly certain: their clients’ financial...

Argent Employee Spotlight – Jason Simpson

Argent Employee Spotlight – Jason Simpson

Meet Jason Simpson, who is with AmeriTrust in Tulsa and has been with us for 1 year.   Q. What led you to Argent and what makes it unique? A. While working for a competitor, I was approached by one of my colleagues to assist with the firm’s investment management....

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