CHARLOTTE, NC (February 3, 2015) – Argent Financial Group and its subsidiary Argent Trust Company, are pleased to announce the opening of an office in Charlotte, North Carolina under the leadership of Brenda Van Valen.
Argent Trust Company, chartered as an independent Tennessee trust company in the 1980’s, provides a full range of trust, fiduciary and wealth management related services to clients.
Van Valen CFP®, CTFA, CWS®, joins Argent Trust as Market President of the Charlotte office. She manages client relationships for individuals and institutions. Van Valen has served clients for 25 years in a similar capacity with other Charlotte trust and wealth management entities, most recently serving as Senior Vice President of Reliance Trust.
Argent’s team also includes Frank Hosse, Chief Investment Officer of Argent Trust and Howard Safer, CEO of Argent Trust. Hosse and Safer will provide services and support to Charlotte area clients in conjunction with Van Valen. Safer has been recognized as one of Worth magazine’s “Best Financial Advisors”, Inducted into Research Magazine’s Advisor Hall of Fame and one of the Top Five National “Most Innovative Investment Professionals” by Ticker magazine.
“After establishing a presence in some key markets in the south, Charlotte was our next strategic step,” said Kyle McDonald, CEO of Argent Financial Group and chairman of Argent Trust Company. “We considered a variety of local opportunities and believe we have attracted a great team led by Brenda Van Valen. Her reputation in this market and others in our industry is unsurpassed.”
“This team continues Argent’s success with local, client-focused service supported by the resources of a regional wealth management firm” added McDonald.
“We’re excited to be a part of Argent’s expansion of its boutique investment and trust services,” said Brenda Van Valen. “My emotions are high as we will be serving our clients with the support of a firm that I am extremely proud to be apart.”
About Argent Trust Company, Charlotte Office
The Charlotte Office of Argent Trust Company is located at 11020 David Taylor Drive, Charlotte, NC 28262.
About Argent Financial Group
Argent Financial Group, domiciled in Ruston, Louisiana, was formed in 1990 and traces its roots back to 1930. Responsible for more than $11 billion in client assets, Argent Financial Group provides individuals, institutions and businesses in the Southern U.S. with a broad range of wealth management services including trust administration and related services, investment management, family office services, retirement plan and charitable organization administration, mineral (oil and gas) rights management, and financial, retirement and estate planning. For more information, visit www.ArgentFinancial.com.