Mary Coane, CTFA, CFP®

  • 0
  • July 23, 2018
profile picture
  • Senior Vice President & Wealth Advisor
  • Dallas, TX
  • 469.708.3060
Mary Coane

Senior Vice President & Wealth Advisor

Certified Financial Planner®

B.S. (Business Administration), Widener University

Mary works in a fiduciary role with clients of Argent Trust Company’s Dallas location.

Mary has almost 30 years of experience in the financial services industry. Before coming to Argent, she was a senior fiduciary risk specialist at the Federal Reserve Bank of Dallas, where she examined the fiduciary and wealth management activities of state member banks and bank holding companies to verify their adherence with state law. Previously, she was a senior vice president and wealth advisor at Frost Bank from 2006 to 2016.

Mary also spent 15 years with Bank of America from 1991 to 2006, rising to the position of vice president and senior trust officer, where she administered more than 220 personal trust, agency, IRA, and private foundation accounts.

Mary graduated from Widener University in Chester, Pennsylvania, with a bachelor’s degree in business administration. She received her Certified Trust & Financial Advisor (CTFA) designation from Cannon Financial Institute in Athens, Georgia, and her Certified Financial Planner® (CFP®) designation from Southern Methodist University in Dallas.

Mary and her husband, John, have one son and are active members of Gateway Church. Mary enjoys reading, exercising, and collecting antiques.