Greenville, South Carolina, March 7, 2016 – John O. Allen, Jr., AEP® AIF® CTFA® has joined Southern regional trust and wealth management firm Argent Financial Group to serve as Market President of the Greenville, South Carolina location of Argent Trust Company. Charles D. Wade, Argent Trust President and Argent Financial Group Chief Operating Officer, recently made the announcement.
Allen brings 35 years of experience in trust, wealth management, tax and financial planning to Argent. In his new role, Allen will manage client relationships and lead the office in its client service efforts.
Allen joins a seasoned team of caring, competent and dependable fiduciary services professionals: Jordan Earle, Steve Fisher, Barrie Collins and Debbee Gordon, who average 28 years experience in providing trust and wealth management services.
“I am very pleased to join the Argent Trust Family and to return to my family and educational roots in Greenville where my career began,” said Allen. “We have an exciting opportunity to further serve the wealth management needs of individuals, families and charities.”
Wade commented, “John Allen will add complementary depth and expertise to both our team in Greenville and the rest of Argent. Given his Greenville heritage, we are very fortunate that he chose to continue his outstanding career with Argent.”
Allen holds a BA from Furman University and is an Accredited Estate Planner (AEP), Certified Trust Financial Advisor (CTFA®) and Accredited Investment Fiduciary (AIF®). Allen is also a graduate of the National Graduate Trust School and Campbell University’s Southeastern Trust School. He holds membership in the Charlotte NC Estate Planning Council, Board of Destination Cleveland County (NC) and the Shelby NC Rotary Club, where he served as membership chair.
About Argent Financial Group
Argent Financial Group, Inc., 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 is a diversified wealth management entity providing individuals and businesses in the Southern U.S. with a broad range of services including trust administration and related services, investment management, retirement plan and charitable organization administration, mineral (oil and gas) management and financial, retirement and estate planning. For more information, visit www.argentcares.com.
