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Steve Jackson, CPA, CFP®

Senior Vice President & Group Manager

Certified Trust and Financial Advisor (CTFA)
CERTIFIED FINANCIAL PLANNER™ professional
Certified Public Accountant
B.S. (Business Administration), Southern Arkansas University

As senior vice president of Argent Trust’s funeral and cemetery division, Steve is responsible for overall management of the division. Steve is a Certified Trust and Financial Advisor, Certified Financial Planner and Certified Public Accountant and has more than 30 years of banking, trust and funeral services experience.

Before joining Argent Trust, Steve was CEO of Live Oak Trust, a division of Live Oak Bank. Before that, he was senior vice president and regional trust manager for Regions Bank. Jackson earned his bachelor’s degree in business administration from Southern Arkansas University.

Wilmington

2602 Iron Gate Drive Suite 202, Wilmington, NC 28412

(910) 550-0526

2602 Iron Gate Drive Suite 202, Wilmington, NC 28412

Provided Services

Funeral & Cemetery Trusts

Funeral & Cemetery Trusts

Argent’s dedicated funeral and cemetery trust group serves the deathcare industry across the United States with preneed, perpetual care, and merchandise trusts, as well as investment management.

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Latest News & Resources

Insights

Retirement Times December 2023 Newsletter

Retirement Times December 2023 Newsletter

December 2023 This month's Retirement Times discusses the following: Navigating the Complexity of EBSA Investigations Boosting Lower Wage Earners’ Retirement Readiness IRS and Security Summit Offer Online Safety Tips Participant Corner: Financial Frost Checkup...

The Morning View: November 30, 2023

The Morning View: November 30, 2023

 In this morning’s data, Personal Income grew 0.2% in October, as expected. Personal Spending also grew 0.2% in October, as expected and markedly lower than the previous month. Real Personal Spending, which accounts for inflation, increased 0.2% in October, which is...

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