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Nicole Nally, CTFA, AIF®

Regional Manager & Chief Fiduciary Officer, ATC-Eastern Region

Certified Trust and Fiduciary Advisor
Accredited Investment Fiduciary®
Cannon Trust School Graduate
B.A. (Science) University of Louisville

Nicole has over 30 years of industry experience in the trust and financial services industries. In her role as Regional Manager, Nicole oversees Argent Trust’s Louisville, Kentucky; Greenville, South Carolina and Charlotte, North Carolina offices. Nicole also provides fiduciary counsel to staff across the company’s eastern region.

Nicole was previously Market President and Senior Trust Officer of the Louisville office and maintains direct oversight of the Kentucky market, a role in which she analyzes each family situation and provides suggestions and techniques to take advantage of a variety of investment, tax, and estate planning techniques. She works in tandem with several partner organizations and other advisors in order to provide the best possible solution to each individual family or entrepreneurial needs.

Prior to establishing the Argent Louisville office, Nicole served as Senior Vice- President and Personal Trust Manager for Morgan Keegan Trust Company/Regions Bank and Director of Personal Trust for Louisville Trust Company. In both prior roles, she opened the new territory and established a market for her company.

Former Treasurer, she continues to serve on the Board of Directors for Riverside, The Farnsley Moreman Landing, Inc. She recently served a two-year term as Commissioner for the Louisville Metro Housing Authority, appointed by Louisville Mayor Greg Fischer. She also served on the Mayor’s task force for a “top-down” review of Metro Louisville’s Community Services and Revitalization Department. She is a Kentucky Colonel and has received citations from the Kentucky House of Representatives and Kentucky Senate for her leadership in the Louisville community. In 2005, Nicole was named “Women of the Year” by the Leukemia & Lymphoma Society. She is an active member of the Estate Planning Council of Louisville, an allied professional member of the Louisville Bar Association, a graduate of Cannon Trust School, a graduate of the Leadership Louisville Program and a Bingham Fellow. Nicole earned a BS from the University of Louisville and is a Certified Trust and Fiduciary Advisor and Accredited Investment Fiduciary®.

462 South Fourth Street Suite 1200, Louisville, KY 40202

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Argent can expertly serve the multi-generational financial needs of your family.

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Wealth Management

Wealth Management

Argent can assist in the day-to-day administration and management of your family’s financial affairs, consult on the preservation of family vision and preparation of heirs and carry out philanthropic goals.

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Insights

The Morning View: August 12, 2020

The Morning View: August 12, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, the Consumer Price Index increased 0.6% in July and has increased 1.0% on an annual basis, both more than expected. During the month, prices for Gasoline and Transportation...

Two Tips That Will Help Plan Sponsors Lower Retirement Plan Fees

Two Tips That Will Help Plan Sponsors Lower Retirement Plan Fees

The uneven economic recovery from the COVID-19 pandemic continues to exert financial pressure on companies of nearly every size, forcing management to take a magnifying glass to all operations and administrative costs, including funds allocated to match employee...

The Morning View: August 7, 2020

The Morning View: August 7, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager In this morning’s data, the economy added 1,763,000 jobs in July, more than expected. The Leisure & Hospitality and Retail Trade industries were strong, while the Information Services and Mining &...

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