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Margaret Velasquez

Client Service Manager

B.A. (Banking and Finance) University of the Incarnate Word
Accredited Fiduciary Investment Manager (AFIM™) designation.
CERTIFIED FINANCIAL PLANNER CERTIFICANT ™ earned from the University of Texas at Austin.

Margaret Velasquez serves as Client Service Manager in our San Antonio market.  In her new role, Velasquez will spearhead new client outreach initiatives while strengthening existing customer relationships.

Velasquez brings an impressive 35-year career in the financial services industry, having served in various distinguished leadership positions at Frost Bank. Most recently, she held the role of Key Accounts, Sales Support Marketing Manager, and Senior Vice President of Frost Investment Advisors.

She earned her Bachelor of Arts in Banking and Finance from the esteemed University of the Incarnate Word. Additionally, she holds the Accredited Fiduciary Investment Manager (AFIM™) designation. She is a proud member of the Association of Accredited Fiduciary Investment Managers offered by Cannon Financial Institute and the Center for Fiduciary Studies. She is a CERTIFIED FINANCIAL PLANNER CERTIFICANT ™ earned from the University of Texas at Austin.

In her free time, she enjoys spending time with her husband and her two grown children (when they visit home) enjoying the outdoors biking, kayaking, and hiking. A proud mom, her son and daughter are both medical students and soon-to-be future doctors.

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

Post-FOMC Thoughts – June 12, 2024

Post-FOMC Thoughts – June 12, 2024

Leading up to Today’s Decision Markets reacted very positively to the May CPI numbers that came out this morning. On a month-over-month and year-over-year basis, for both Core and Headline CPI, each figure was below expectations and below the prior month’s data. Going...

Market Update-June 2024

Market Update-June 2024

  The Month At-A-Glance After falling 4% in April, U.S. equities rebounded with a gain of 5% in May All three major U.S. equity indexes—the Dow Jones, Nasdaq, and S&P 500—hit new all-time highs Positive returns were widespread across different asset classes—with...

The Morning View: June 12, 2024

The Morning View: June 12, 2024

 Announced this morning, the headline Consumer Price Index (CPI) was flat in May, less than expected and three tenths less than last month’s increase.  On an annualized basis it grew 3.3%, the same as the annualized figure from the previous month.  The core rate,...

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