Email

LinkedIn

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.

 

 

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Argent is engaged, or continues to be engaged, to provide investment advisory services.

Monroe

1609 Stubbs Avenue, Monroe, LA 71201

(800) 757-7195

1609 Stubbs Avenue, Monroe, LA 71201

Provided Services

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.

READ MORE
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.

READ MORE

Latest News & Resources

Insights

The Morning View: May 26, 2023

The Morning View: May 26, 2023

Announced this morning, Personal Income grew 0.4% in April, as expected. Personal Spending grew 0.8% in April, much higher than expected and a strong rebound from the previous month. Real Personal Spending which accounts for inflation increased 0.5% in April, also...

Market Perspectives- May 2023

Market Perspectives- May 2023

Expectations Reset •  The FOMC (Federal Open Market Committee) raised rates, potentially for the last time, to a Fed Funds range of 5-5.25%, the highest since September 2007. • Inflation levels are falling, with April’s Headline CPI dropping to 4.9% from the June 2022...

Interested in speaking with

one of our experts?

Share This