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Stephanie D. Allen, JD, CWS

Vice President, Senior Wealth Advisor

LL.M. – Taxation, University of Alabama
J.D., Regent University
B.S., Southwestern Assemblies of God University

Stephanie works in a fiduciary role with clients of Argent Trust Company’s Austin location.

Prior to joining Argent, Stephanie was a trust officer/assistant vice president at Frost Wealth Advisors in Austin beginning in 2015. Prior to that, she was in private law practice as an estate planning and probate attorney. Collectively, Stephanie has 11 years of experience in trust and estate planning and administration, having worked for an estate planning and probate law firm prior to and during law school.

Stephanie earned her law degree from Regent University in Virginia Beach, Virginia, and a Bachelor of Science from Southwestern Assemblies of God University in Waxahachie, Texas. Additionally, she holds a Master of Laws in Taxation from the University of Alabama. As a licensed attorney, Stephanie is a member of the State Bar of Texas, a member of the Estate Planning Council of Central Texas, serves on the board of the Estate Planning and Probate Section of the Austin Bar Association as its President-Elect, and previously served on the board of Travis County Women Lawyers.

Stephanie serves as part of the leadership team for Polished-Austin and has served in various volunteer capacities at her church. Stephanie enjoys cooking, traveling, reading, singing, doing almost anything creative, and most of all spending time with her husband and two dogs.

3508 Far West Blvd. Ste 375, Austin, TX 78731

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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Latest News & Resources

Insights

Why a Corporate Fiduciary Could Be Right for You

Why a Corporate Fiduciary Could Be Right for You

In today’s world, estate planning can be an intense and complex process. These issues can be caused by many factors, such as federal and state tax laws and the types of property or assets a person owns. If you layer on unique family dynamics (e.g. a blended family,...

The Morning View: September 24, 2020

The Morning View: September 24, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager In this morning’s data, Initial Jobless Claims were 870,000 for the week ending September 19th, an increase from the previous week and higher than expected. Continuing Claims were 12,580,000 as of...

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