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Paul Lyle, CTFA, AIF

Vice President & Senior Trust Officer

Certified Trust and Fiduciary Advisor
Accredited Investment Fiduciary
Cannon Trust I, II, III, Cannon Trust Audit I, II, III
B.S. (Economics), Saint Vincent College

Paul Lyle joined Argent Trust Company in 2016 as a Senior Trust Officer in our Charlotte, North Carolina office where he serves high net worth clients with trust, investment, estate and family office services.

Prior to joining Argent, Paul was a Trust Officer with Brown Brothers Harriman Trust Company, Wells Fargo Bank and First Charter Bank. He has 17 years of experience as a Trust Officer and prior to that, an additional 14 years as a financial services auditor and regulator.

Paul is a member of the Charlotte Estate Planning Council.

Charlotte

11020 David Taylor Drive Suite 430, Charlotte, NC 28262

(980) 224-4772

11020 David Taylor Drive Suite 430, Charlotte, NC 28262

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

Our expert 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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Insights

The Morning View: January 15, 2021

The Morning View: January 15, 2021

In this morning’s data, Retail Sales for December fell -0.7%, worse than expected.  Non-store Retailers, Electronics & Appliances, and Food Service & Drinking Places were especially weak, while Gasoline Stations showed some strength.  The Control Group, which...

Recognizing the Value of Financial Planning for Trust Beneficiaries

Recognizing the Value of Financial Planning for Trust Beneficiaries

BY: DAVID RUSSELL, CFP®, CSA® Vice President & Trust Officer  |  (601) 707-0008 When it comes to working with clients, professional services providers (CPAs, estate planning attorneys, for example) know that one thing is nearly certain: their clients’ financial...

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