Argent Family Wealth Services

Learn more by calling (800) 375-4646

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A fully collaborative approach from a team of experts

Building Enduring Legacies

Argent Family Wealth Services (AFWS) offers personalized solutions to assist high net-worth families build enduring legacies that thrive over multiple generations.

Our relationship-focused professionals take care to get to know our clients personally so that we understand the complete picture of their wealth and their goals. And, knowing that every client is unique, we strive to serve each according to what is in their very best, personal interest.

Utilizing a collaborative approach by a team of highly skilled experts—attorneys, CPAs, CFPs, wealth managers, trust officers and others—we craft and administer customized solutions to ensure a client’s goals are attained now and for generations to come.

AFWS experts can assist you with:

• Managing taxes and risk
• Planning for wealth transfer
• Planning for charitable giving
• Preparing the next generation

Learn more about each of these services on our Wealth Management Services page.

Services AFWS Provides

Wealth Management

A comprehensive approach designed to meet the unique needs of high net worth individuals and families, from complex financial planning to generational wealth transfer.

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Trusts & Estate Planning

A broad spectrum of Trust strategies available to provide long-term financial stability and growth for your financial legacy.

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Investment Management

A comprehensive scope of investment services that are designed to optimize the performance of your financial assets, based on your unique needs and strategy.

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Oil & Gas Management

All-encompassing oil and gas mineral management services, including contract negotiation, oil & gas accounting, asset evaluation, and ongoing management.

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Locations

Austin

3508 Far West Blvd. Ste 375, Austin, TX 78731

PH: (512) 524-2300

Baton Rouge

4224 Bluebonnet Blvd. Suite A, Baton Rouge, LA 70809

PH: (225) 372-1903

Beaumont

6280 Delaware Suite B, Beaumont, TX 77706

PH: (409) 866-6280

Birmingham

600 University Park Place Suite 200, Birmingham, AL 35209

PH: (205) 730-5100

Charlotte

11020 David Taylor Drive Suite 430, Charlotte, NC 28262

PH: (980) 224-4772

Corpus Christi

800 North Shoreline Blvd. Suite 1701 S, Corpus Christi, TX 78401

PH: (361) 881-8222

Dallas

3838 Oak Lawn Avenue Suite 1715, Dallas, Texas 75219

PH: (469) 708-3110

Greenville

15 South Main Street Suite 901, Greenville, SC 29601

PH: (864) 271-3422

Lake Charles

1400 Market Street Suite 1A, Lake Charles, LA 70601

PH: (337) 436-2966

Louisville

462 South Fourth Street Suite 1200, Louisville, KY 40202

PH: (502) 569-7400

Memphis - Argent

850 Ridge Lake Blvd. Suite #210, Memphis, TN 38120

PH: (901) 767-3103

New Orleans

201 St. Charles Ave. Suite 2420, New Orleans, LA 70170

PH: (504) 291-8800

Oklahoma City

621 N. Robinson Suite 100, Oklahoma City, OK 73102

PH: (405) 848-8899

Oxford

613 South Lamar, Oxford, MS 38655

PH: (662) 550-4751

Ponca City

400 E. Central Suite 406, Ponca City, OK 74601

PH: (580) 765-8899

Ridgeland

1063 Highland Colony Pkwy, Ridgeland, MS 39157

PH: (601) 707-0008

Ruston

500 E Reynolds Dr., Ruston, LA 71270

PH: (318) 251-5800

San Antonio

755 East Mulberry Suite 400, San Antonio, TX 78212

PH: (210) 352-2410

Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

PH: (918) 610-8080

Austin

3508 Far West Blvd. Ste 375, Austin, TX 78731

(512) 524-2300

Baton Rouge

4224 Bluebonnet Blvd. Suite A, Baton Rouge, LA 70809

(225) 372-1903

Beaumont

6280 Delaware Suite B, Beaumont, TX 77706

(409) 866-6280

Birmingham

600 University Park Place Suite 200, Birmingham, AL 35209

(205) 730-5100

Charlotte

11020 David Taylor Drive Suite 430, Charlotte, NC 28262

(980) 224-4772

Corpus Christi

800 North Shoreline Blvd. Suite 1701 S, Corpus Christi, TX 78401

(361) 881-8222

Dallas

3838 Oak Lawn Avenue Suite 1715, Dallas, Texas 75219

(469) 708-3110

Greenville

15 South Main Street Suite 901, Greenville, SC 29601

(864) 271-3422

Lake Charles

1400 Market Street Suite 1A, Lake Charles, LA 70601

(337) 436-2966

Louisville

462 South Fourth Street Suite 1200, Louisville, KY 40202

(502) 569-7400

Memphis - Argent

850 Ridge Lake Blvd. Suite #210, Memphis, TN 38120

(901) 767-3103

New Orleans

201 St. Charles Ave. Suite 2420, New Orleans, LA 70170

(504) 291-8800

Oklahoma City

621 N. Robinson Suite 100, Oklahoma City, OK 73102

(405) 848-8899

Oxford

613 South Lamar, Oxford, MS 38655

(662) 550-4751

Ponca City

400 E. Central Suite 406, Ponca City, OK 74601

(580) 765-8899

Ridgeland

1063 Highland Colony Pkwy, Ridgeland, MS 39157

(601) 707-0008

Ruston

500 E Reynolds Dr., Ruston, LA 71270

(318) 251-5800

San Antonio

755 East Mulberry Suite 400, San Antonio, TX 78212

(210) 352-2410

Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

(918) 610-8080

Our Team

Brooks Campany

Regional Manager

Oxford

Brooks serves as Regional Manager for Argent Trust Company’s offices in Oxford and Jackson, Mississippi and Memphis, Tennessee with direct management over the Oxford market. Brooks expanded the Oxford office in late 2018 after working in our Nashville office for eight...

Deidre S. Waltz, CFP®, CIMA®

Vice President, Relationship Manager

Oklahoma City

Deidre joined Heritage after a 20 year career with Northern Trust company, most recently with their Global Family and Private Investment Services group, where she served as a Senior Vice President and Senior Fiduciary Relationship Manager. While there she was...

Dut LeBlanc, CPA

Executive Vice President

Shreveport

Dut joined Argent following his retirement from multinational accounting firm KPMG in 2019 after spending 40 years there. With Argent, Dut leads the company’s services for high net worth and ultra high net worth clients through the company’s Argent Family Wealth...

John McCollum, CFA®

Chief Investment Officer, Argent Financial Group

Atlanta

John joined Argent Financial Group in 2015 and is responsible for overseeing investment management services for Heritage Trust Company and Argent Trust Company where he chairs the Investment Committee. John also supports corporate strategy and development activities...

Mark C. Hartnett

Managing Director, Argent Family Wealth Services

Oxford

Mark currently serves as Managing Director of Argent Family Wealth Services, a division of Argent Financial. His practice focuses on providing leadership to financially successful families that desire to grow their family balance sheet through multi-generational...

Michael S. Nutter

Senior Vice President, Wealth Advisor

Dallas

Michael serves as a senior vice president and wealth advisor in Argent Trust's Dallas market. He has over 45 years of fiduciary wealth management experience with a focus on providing service to high net worth families. Prior to joining Argent, Michael most recently...

Timothy G. Barrett, J.D.

Senior Vice President, Trust Counsel

Louisville

Timothy has served with the Kentucky team since joining the Argent’s Louisville office in 2014. He has worked in the financial and estate planning area for over 30 years, including in his law practice and with J.P. Morgan Private Bank and PNC Wealth Management. As...

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