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The Morning View: December 2, 2022
Announced this morning, the economy added 263,000 jobs in November, higher than expected. The Leisure and Hospitality industry was strong, while the Retail Trade industry was weak. The Unemployment Rate held steady at 3.7% and the Labor Force Participation Rate at...
Dean earns CTFA, promotion at Heritage Trust
Highland Capital Management PSN Top Guns List of Best Performing Strategies for Q3 2022
Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts and managed accounts strategies Highland Capital Management, a subsidiary of Argent Financial Group announced today it has been named again to the celebrated PSN Top Guns List...
Family Wealth Report.com: Who’s Moving Where In Wealth Management?
Heritage Trust Company Assistant VP, Relationship Management Associate Jordan Dean Earns CTFA Designation
Heritage Trust Company, a subsidiary of Argent Financial Group, announced today that Jordan Dean has earned her certified trust and fiduciary advisor (CTFA) designation and has been promoted to assistant vice president, relationship management associate. Dean will...
Nomis Publications Inc.com: Florida Funeral Services Inc Joins Argent Financial Group
Meiko Whitfield
In her 33 years with FSI, Meiko Whitfield has seen the firm expand to several states across the country and serve clients with more advanced technology. She enjoys meeting and building relationships with clients as well as helping them achieve their preneed and...
Paul White
Paul E. White is vice president of client development and marketing for Funeral Services, Inc. In this role, he is responsible for educating prospective and existing clients about FSI’s products and services and maintaining the highest quality of customer service. He...
W.H. (Bill) Williams, Jr.
Bill is a Licensed Florida Funeral Director with more than 40 years of experience in the deathcare industry. Bill is a native of Pensacola, FL where his family owned and operated several funeral homes and cemeteries. In 1988 Bill and his family sold the firms to a...
Prakash Mohan
Prakash Mohan is the Chief Technology Officer of Funeral Services, Inc. (FSI). As Chief Technology Officer, Prakash’s role is to successfully execute the company’s business mission through software development and deployment of technology-based trust administration...