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Stephen A. Martin

Senior Vice President, Senior Fiduciary Consultant

NASD Series 7,6 and 63 Securities licenses
B.A. (Accounting) University of Georgia

In 2006, Steve Martin joined Reliance Trust Company and his former colleagues from C&S/Sovran Trust Company to rebuild the fiduciary services business at Reliance. While at C&S, Steve managed many of the most complex ESOP relationships and master trust clients of the firm.

With over 35 years of employee benefit and trust administration experience, Steve’s accomplishments include managing institutional sales and relationship management at Wachovia, SunGard and US Trust. While at Invesco Retirement Services, Steve developed Invesco’s successful strategic partnership business for retirement services outsourcing. Steve is a graduate of the University of Georgia and holds a Bachelor of Business Administration in Accounting. He also has held NASD Series 7,6 and 63 Securities licenses.

Steve is a frequent speaker on fiduciary topics and is a member of The ESOP Association and NCEO.

1100 Abernathy Road 500 Northpark Suite 550, Atlanta, GA 30328

Provided Services

ESOPs

ESOPs

Argent is a premier ESOP Trustee and can serve as a transaction trustee, ongoing or successor trustee, or special fiduciary for employee stock ownership plans across the United States.

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The Morning View: September 16, 2020

The Morning View: September 16, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, Retail Sales for August increased 0.6%, less than expected. Strength occurred in food service & drinking places as well as clothing businesses, while stores for sporting goods,...

Argent Employee Spotlight – Dominique Richard

Argent Employee Spotlight – Dominique Richard

Q. What led you to Argent and what makes it unique? A. Towards the end of 2018, an employee in Argent’s Shreveport office (who I previously worked with at another firm) recommended Argent to myself and another former colleague in Baton Rouge. After several emails,...

The Morning View: September 11, 2020

The Morning View: September 11, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, the Consumer Price Index (CPI) increased 0.4% in August and has increased 1.3% on an annual basis, both slightly more than expected. Used Cars & Trucks saw large price...

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