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Samuel McGarr, CPA

Senior Wealth Advisor

Certified Public Accountant
MS (Tax Accounting), University of Alabama
B.S. (Business Administration, Accounting), Auburn University

McGarr joined Argent Trust as a Senior Wealth Advisor at our Birmingham location in 2022. In his role, he will focus on holistic wealth management for high net and ultra-high net worth families by providing sophisticated and integrated tax, estate, closely held business consultation, trust services and investment management services to individuals, their families, and their families’ businesses within the Argent footprint.

Bringing 39 years of experience, he joined the faculty at Birmingham Southern College in 2020 as the Business Executive-In-Residence after teaching income tax at the University of Alabama at Birmingham (October 2019-July 2020) and retiring from KPMG LLP (September 2019). McGarr served clients across a broad spectrum of business and financial concentrations, instructing and mentoring students, leading practices, executing strategies and developing talent. While at KPMG LLP, he served as lead partner and tax partner on clients in various industries, including Fortune 500 companies, and served in regional and national leadership roles.

McGarr holds a B.S. in Business Administration, Accounting Major, from Auburn University and a Master of Tax Accounting degree from the University of Alabama. He is a Certified Public Accountant licensed in Alabama (retired) and (inactive) in Georgia and Florida.

Sam is active in his community, serving as a local office coordinator for United Way of Birmingham, a member of the Tocqueville Society and the Ivan Allen Circle of the United Way of Great Atlanta. Recipient of several National Multiple Sclerosis Society Awards and a past member of the Board of Directors of Central Atlanta Progress. He is also active in his church, where he serves on the Missions Committee and serves as a Sunday School teacher.

 

Birmingham

600 University Park Place Suite 200, Birmingham, AL 35209

(205) 730-5100

600 University Park Place Suite 200, Birmingham, AL 35209

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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Latest News & Resources

Insights

Post-FOMC Thoughts – June 12, 2024

Post-FOMC Thoughts – June 12, 2024

Leading up to Today’s Decision Markets reacted very positively to the May CPI numbers that came out this morning. On a month-over-month and year-over-year basis, for both Core and Headline CPI, each figure was below expectations and below the prior month’s data. Going...

Market Update-June 2024

Market Update-June 2024

  The Month At-A-Glance After falling 4% in April, U.S. equities rebounded with a gain of 5% in May All three major U.S. equity indexes—the Dow Jones, Nasdaq, and S&P 500—hit new all-time highs Positive returns were widespread across different asset classes—with...

The Morning View: June 12, 2024

The Morning View: June 12, 2024

 Announced this morning, the headline Consumer Price Index (CPI) was flat in May, less than expected and three tenths less than last month’s increase.  On an annualized basis it grew 3.3%, the same as the annualized figure from the previous month.  The core rate,...

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