Site Search

Search Results

TMI TRUST COMPANY JOINS ARGENT FINANCIAL GROUP

Atlanta-based TMI Holdings announced today it has received all required approvals and has completed its merger with Argent Financial Group, an independent fiduciary wealth management company based in Louisiana. TMI Trust Company will now operate as a wholly owned...

READ MORE

Margaret Velasquez

Client Service Manager
San Antonio

Margaret Velasquez serves as Client Service Manager in our San Antonio market.  In her new role, Velasquez will spearhead new client outreach initiatives while strengthening existing customer relationships. Velasquez brings an impressive 35-year career in the...

READ MORE

Cerece Walker-Agard

Institutional Middle Office Administrator, VP
Atlanta

Cerece serves as institutional middle office administrator and a vice president in our Atlanta market. In this role, she oversees administrative workflow, ensuring it aligns with established procedures. Additionally, she provides guidance to the administration and...

READ MORE

Interested in speaking with

one of our experts?