Email

Ron Dugan, CFA®, CPA

Portfolio Manager, AmeriTrust Investment Advisors, Inc. & AmeriTrust Corporation

Chartered Financial Analyst
Certified Public Accountant
M.S., University of Texas at Dallas
B.B.A., Texas A & M University

Ron joined AmeriTrust in 2020 as Portfolio Manager in our Tulsa office, bringing more than 30 years of investment management experience serving clients ranging from endowments, foundations, trusts, pensions, mutual funds, and high net worth individuals. Prior to AmeriTrust, Ron served in senior investment roles at GuideStone Financial Resources, Russell Investments, Baptist Foundation of Texas, and the Meadows Foundation.

Ron received his M.S. degree in Management Sciences (Finance Concentration) from the University of Texas at Dallas and his B.B.A. degree in Accounting from Texas A & M University. He is a Chartered Financial Analyst (CFA®) charterholder and a Certified Public Accountant (CPA).

Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

(918) 610-8080

4506 S. Harvard Ave., Tulsa, OK 74135

Provided Services

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.

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.

Investment Management

Argent provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.

Latest News & Resources

Insights

Wealth Management Lessons from March Madness

Wealth Planning

Like many of you, this month I’ll be consumed with my favorite annual event, the NCAA basketball tournament. It’s always so exciting when March Madness returns with teams all dreaming of advancing to the Final Four and cutting down the nets as national champions....

A Strategy of Holistic Wealth Management: How Family Wealth Services Augments Wealth Planning

Individual & Family Services

I’m often asked why it’s important to partner with a family wealth services professional, especially when someone is already engaging a financial broker, legal team or accountant. The following scenario shows how family wealth services provide a personalized and...

Ladies, Let’s Talk About Financial Organization

Women | Wealth | Wellness

(THIS ARTICLE IS THE FIRST OF TWO FOR WOMEN | WEALTH | WELLNESS) The older I get, the more I understand the value of being organized — not just in my personal calendar or “to do” list, but also in my financial life. It seems every year I hear of others who begin...

VIEW MORE ARGENT INSIGHTS

Interested in speaking with

one of our experts?

GET IN TOUCH