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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: August 12, 2020

The Morning View: August 12, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, the Consumer Price Index increased 0.6% in July and has increased 1.0% on an annual basis, both more than expected. During the month, prices for Gasoline and Transportation...

Two Tips That Will Help Plan Sponsors Lower Retirement Plan Fees

Two Tips That Will Help Plan Sponsors Lower Retirement Plan Fees

The uneven economic recovery from the COVID-19 pandemic continues to exert financial pressure on companies of nearly every size, forcing management to take a magnifying glass to all operations and administrative costs, including funds allocated to match employee...

The Morning View: August 7, 2020

The Morning View: August 7, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager In this morning’s data, the economy added 1,763,000 jobs in July, more than expected. The Leisure & Hospitality and Retail Trade industries were strong, while the Information Services and Mining &...

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