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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.

Monroe - Origin Location

2400 Forsythe Avenue, Monroe, LA 71201

(318) 807-4541

2400 Forsythe Avenue, Monroe, LA 71201

Provided Services

Wealth Management

Wealth Management

Our expert 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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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: April 15, 2021

The Morning View: April 15, 2021

Announced this morning, Retail Sales for March increased 9.8%, much higher than expected. Sporting Goods & Hobby stores, and Motor Vehicle & Parts dealers were all up more than 15% in the month, while Food & Beverage (grocery) stores were relatively flat....

Argent Employee Spotlight – Jill Nalty

Argent Employee Spotlight – Jill Nalty

Meet Jill, who is with Argent Trust in New Orleans and has been with us for 2 years.   Q. What led you to Argent and what makes it unique? A. Louisana based company Q. Why do you enjoy working at Argent? A. I enjoy the people and the “small company” feel Q. What...

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