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Trey Curtis, CFP®

Vice President, Investment Advisor

CFP®
Chartered Life Underwriter
Chartered Financial Consultant
B.S. (Accounting), Louisiana Tech University

Trey has over a decade of experience as a financial Advisor serving the needs of clients in the Ouachita Parish market. He joined Argent in 2011 and continues to serve the wealth management needs of clients in Northeast Louisiana, particularly in Ouachita Parish.

A native of Minden, LA, Trey holds a Bachelor’s Degree in Accounting from Louisiana Tech University. He has comprehensive financial planning and insurance certifications including being a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter® and a Chartered Financial Consultant®.

In his time away from work, Trey enjoys spending time with his family, playing golf and fishing. Trey is a member of the West Monroe Civitan Club and the ARK-LA-TEX Chapter of Financial Planning.

2400 Forsythe Avenue, Monroe, LA 71201

Provided Services

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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Investment Management

Investment Management

Argent provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.

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Latest News & Resources

Insights

The Morning View: October 20, 2020

The Morning View: October 20, 2020

Announced this morning, Housing Starts were 1,415,000 in September, an increase of 1.9% which is slightly less than expected. Building Permits were 1,553,000 in September, up 5.2%, which is higher than estimates. Overall, these figures indicate the housing market is...

Estate Planning for After the Election

Estate Planning for After the Election

U.S. Election day outcome could result in significant changes to current tax policies   There is truth in Founding Father Benjamin Franklin’s famous quote written in a letter  to a friend, “… but in this world, nothing can be said to be certain, except death and...

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