Matthew Bankston, CFP®

  • 30
  • June 18, 2014
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Investment Operations Manager

CFP®

Louisiana Health, Life and Disability Licenses

Series 7 and 66 Licensed – LPL Financial

M.B.A., University of Dallas

B.S. (Finance), Louisiana Tech University

Registered Representative- LPL Financial

As Assistant Vice President and Trust Officer, Matt administers accounts and relationships for both individual and institutional clients. The focus of his career has been working with retirement planning for individuals and businesses.

Prior to joining Argent, Matt served as a Financial Advisor with Morgan Stanley Smith Barney in Shreveport, LA, and previously worked in various investment management roles with Fidelity Investments in Westlake, TX.

Matt and his wife have two daughters and are active in their community of Shreveport.