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T.J. McGee, CFP®,CRSP

Vice President, Trust Officer

Certified Financial Planner (CFP®)
Certified Retirement Services Professional (CRSP) Certification, ABA
Cannon Trust School Retirement Plan Services I, II, III, IV
MBA, Campbell University, Lundy-Fetterman School of Business
BBA (Trust and Wealth Management), Campbell University

 

T.J. serves as vice president and trust officer for Argent Trust Company in the New Orleans office. McGee will be responsible for providing clients with fiduciary wealth management and related services.

Before joining Argent, McGee served as vice president and institutional trust relationship consultant at Regions Bank in Baton Rouge.

McGee received his Master of Business Administration and Bachelor of Business Administration from Campbell University‘s Trust and Wealth Management program, where he also minored in financial planning. He also earned his Certified Retirement Services Professional designation from the American Bankers Association, is a graduate of the Southeastern Trust School and holds his certification as a Certified Financial Planner™.

New Orleans

201 St. Charles Ave. Suite 2420, New Orleans, LA 70170

(504) 291-8800

201 St. Charles Ave. Suite 2420, New Orleans, LA 70170

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...

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