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William Appleby

Trust Advisor

BBA (Real Estate),University of Mississippi

William is Trust Advisor at Argent Trust Company, where he supports the administration of personal trusts, estates, and investment accounts. He brings a client-focused approach to fiduciary services, helping individuals and families navigate complex wealth and estate planning needs.

Before joining Argent, William spent more than a decade in the commercial real estate industry, specializing in private real estate investments and multifamily property management. With over 12 years of experience in portfolio oversight and development, he offers a unique perspective on asset management, investment strategy, and long-term wealth preservation.

He later transitioned into private banking and wealth management at Ameris Bank, where he managed more than $100 million in deposits and $110 million in loans. His background in both banking and real estate allows him to deliver well-rounded, strategic support to high-net-worth clients.

William earned a Bachelor of Business Administration in Real Estate from the University of Mississippi and completed the Certified Financial Planner™ (CFP®) Certification Education Program through the University of Georgia. He is a graduate of Cannon Financial Trust School Level I and holds certifications in small business banking. He is currently pursuing the Certified Trust and Fiduciary Advisor (CTFA) designation.

Known for his analytical mindset, relationship-driven approach, and deep understanding of both financial and real estate markets, William is a valued member of Argent’s Atlanta-based trust and wealth management team.

Atlanta - Wealth

3284 Northside Parkway Northwest suite 410, Atlanta, GA 30327, USA

(404) 793-5678

3284 Northside Parkway Northwest suite 410, Atlanta, GA 30327, USA

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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The Morning View: August 18, 2026

The Morning View: August 18, 2026

https://vimeo.com/1219237732 Announced this morning, Housing Starts were 1,239,000 in July, less than expected and a -12.4% decrease from the previous month’s revised figure.  This follows a 19.7% increase in the previous month.  In addition, Building Permits were...

The Morning View: August 12, 2026

The Morning View: August 12, 2026

https://vimeo.com/1217666745 In this morning’s data, the Consumer Price Index (CPI) increased 0.1% in July, as expected, and was a rebound from the previous month’s decrease. On an annual basis, it grew 3.4%.  The core rate, which excludes prices for food and energy,...

The Morning View: August 7, 2026

The Morning View: August 7, 2026

https://vimeo.com/1216432070 In this morning’s data, the economy lost -23,000 jobs in July, less than the increase that was expected.  Reviewing the individual categories, the Health Care and Social Assistance industry was relatively strong, while the Leisure and...

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