Email

918.610.8080

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Ron Dugan, CFA®, CPA

Portfolio Manager

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

Ron joined the former 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®) charter holder 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

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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Investment Management

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.

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Latest News & Resources

Insights

Market Perspectives- September 2023

Market Perspectives- September 2023

An Oversold (and Confused) Market • In mid-July, 87% of the S&P stocks exceeded their 50-day moving average. By mid-August, the high point had fallen to 33%, and as of September’s close, the number of stocks still holding above their 50-day moving average slipped...

Investment Outlook – September 2023

Investment Outlook – September 2023

Same Song, Second (or Third or Fourth) Verse There’s a certain sameness to the current market environment. It seems that we’ve been facing a familiar dynamic tension for most of the past year: GDP is thankfully still positive — no recession yet, and the unemployment...

The Morning View: September 29, 2023

The Morning View: September 29, 2023

In this morning’s data, Personal Income grew 0.4% in August, as expected and higher than the previous month.  Personal Spending grew 0.4% in August, slightly lower than expected and moderately lower than the previous month.  Real Personal Spending, which accounts for...

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