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Jeff Bradley

Senior Vice President, Institutional Services

B.B.A. (Trust and Financial Planning), Campbell University

Jeff joined Argent in 2020 to assist in expanding Argent’s institutional trust platform of services, working specifically with corporate, government and non-profit clients. He also works with Argent Retirement Plan Advisors, a registered investment advisory subsidiary, consulting with all types of employer-sponsored retirement plans.

Jeff joined Argent after working for Regions Financial Corporation for 17 years. He started in Mobile as vice president of institutional services. In 2010, he moved to the Birmingham office and was promoted to senior vice president of institutional services. Prior to Regions, Jeff was vice president of trust at First-Citizens Bank and Trust in Raleigh, North Carolina.

Jeff received his bachelor’s in business administration with a focus on trust and financial planning from Campbell University in Buies Creek, North Carolina.

600 University Park Place Suite 200, Birmingham, AL 35209

Provided Services

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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Investment Management

Investment Management

Argent provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.

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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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