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Mary Coane, CTFA, CFP®

Senior Vice President, Wealth Advisor

Certified Trust & Fiduciary Advisor
CERTIFIED FINANCIAL PLANNER™ professional
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 & Fiduciary Advisor (CTFA) designation from Cannon Financial Institute in Athens, Georgia, and her CERTIFIED FINANCIAL PLANNER™ professional 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.

Dallas

3838 Oak Lawn Avenue Suite 1715, Dallas, Texas 75219

(469) 708-3110

Dallas-Fort Worth

3838 Oak Lawn Avenue Suite 1715, Dallas, Texas 75219

(469) 708-3110

3838 Oak Lawn Avenue Suite 1715, Dallas, Texas 75219

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

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