Argent Trust Company

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Argent Trust Overview

Preserving Your Wealth

Argent Trust Company is Argent Financial Group’s flagship subsidiary. For over 30 years, we have helped individuals, families, businesses, and institutions ensure their legacy and safeguard their wealth through trust administration and estate planning, investment management, and other fiduciary services. 

We operate under a Tennessee-domiciled trust charter so that our clients may benefit from Tennessee’s very advantageous trust laws. Tennessee is a friendly state to trusts because of its favorable tax laws and other asset protection legislation available to anyone in the U.S. as long as a qualified trustee is a resident of Tennessee or part of a Tennessee-based trust institution, such as Argent. Visit our blog to read more about the benefits of a Tennessee trust.

Argent is Tennessee’s largest state-chartered independent trust company.

 

We provide the following services:

Professional Trust Management
Wealth Management
Investment Management
Employee Stock Ownership Plans
Retirement Plan Administration
Retirement Plan Consulting
Funeral and Cemetery Trust Services
Governmental Services
Philanthropic Services

Argent Trust Company Services

Trusts & Estate Planning

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

Employee Stock Ownership Plans

Premier trustee and special fiduciary services for employee stock ownership plans across the United States.

Funeral & Cemetery Trusts

A dedicated business unit focused solely on serving the deathcare businesses across the U.S. with funeral and cemetery trust needs.

Governmental Services

Administrative and investment expertise serving governments and municipal bodies in managing complex public finances.

Locations

Atlanta

1100 Abernathy Road 500 Northpark Suite 550, Atlanta, GA 30328

PH: (855) 504-1376

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

Fort Worth

4200 S. Hulen Street Suite 217, Fort Worth, TX 76109

PH: (817) 502-3586

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

Nashville

3102 West End Avenue Suite 775, Nashville, TN 37203

PH: (615) 385-2345

New Orleans

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

PH: (504) 291-8800

Orwigsburg

131 West Market Street Suite 1, Orwigsburg, PA 17961

PH: (570) 621-8070

Oxford

613 South Lamar, Oxford, MS 38655

PH: (662) 550-4751

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

Shreveport

333 Texas Street Suite 699, Shreveport, LA 71101

PH: (318) 588-6500

Wilmington

2602 Iron Gate Drive Suite 202, Wilmington, NC 28412

PH: (910) 550-0526

Atlanta

1100 Abernathy Road 500 Northpark Suite 550, Atlanta, GA 30328

(855) 504-1376

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

Fort Worth

4200 S. Hulen Street Suite 217, Fort Worth, TX 76109

(817) 502-3586

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

Nashville

3102 West End Avenue Suite 775, Nashville, TN 37203

(615) 385-2345

New Orleans

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

(504) 291-8800

Orwigsburg

131 West Market Street Suite 1, Orwigsburg, PA 17961

(570) 621-8070

Oxford

613 South Lamar, Oxford, MS 38655

(662) 550-4751

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

Shreveport

333 Texas Street Suite 699, Shreveport, LA 71101

(318) 588-6500

Wilmington

2602 Iron Gate Drive Suite 202, Wilmington, NC 28412

(910) 550-0526

Our Team

James M. Pettus, III

James M. Pettus, III

Senior Vice President
Corpus Christi

James has been with the company since 2004. His responsibilities include oversight of the Corpus Christi office, client service and business development in South Texas. He sits on the firm's Investment Committee and the Trust Management Committee. He has been a...

Janelle Palfreyman, CTFA

Janelle Palfreyman, CTFA

Vice President and Trust Officer
Austin

Argent Financial Group announced today that Janelle Palfreyman has joined Argent Trust Company as vice president and trust officer. Palfreyman will be based in Austin and focus on developing and administering strategies for personal trust accounts. She will report...

Jason McDavid, CPA

Jason McDavid, CPA

Vice President & Wealth Advisor
Ridgeland

Jason joined Argent in 2020, coming to Argent from Gulf South Capital, a family office in Jackson, where he had provided finance and accounting support since 2017. Before that, he worked at KLLM Transport Services in Richland as controller of investment transportation...

Jason Velie

Jason Velie

Trust Officer
Wilmington

As a Trust Officer for Argent Trust Company’s Funeral and Cemetery Division, Jason is responsible for the oversight and administration of various Funeral and Cemetery Trust relationships. Before joining Argent Trust Company, Jason worked in Trust Operations for Live...

Jill Knight Nalty

Jill Knight Nalty

Market President- New Orleans, LA
New Orleans

Jill Knight Nalty joined Argent as a Development Officer at Argent in 2019 where she was responsible for new client outreach and strengthening current client relationships. She was named Market President of New Orleans in 2021. In that role, Jill is responsible for...

Jim Breaux

Jim Breaux

Senior Vice President, National Sales Executive
New Orleans

Jim joined Argent Trust in 2018 and serves as a Senior Vice President and National Sales Director for the company's funeral and cemetery trust services division. Prior to joining Argent Trust, Jim has served at other organizations as a Director of Administrative...

Jim Christman

Jim Christman

Vice President & Trust Officer
Lake Charles

Jim joined Argent in 2008 to lead the company's office in Lake Charles, Louisiana. As an Argent Trust Officer, Jim services current clients and develops prospective clients for Trust Services, 1031 exchanges, and Fee-based Investment Management. Jim has been in...

Jim McElroy CFA®

Jim McElroy CFA®

Member-Investment Committee
Atlanta

Over an investment career covering over forty years, Jim McElroy has served as portfolio manager, partner, mutual fund manager, Chief Investment Officer, President, consultant and writer of commentary for several financial institutions and private investment firms....

Joe Fisher, Jr

Joe Fisher, Jr

Senior Vice President
Beaumont

Joe has worked for Argent and its predecessor, Genesis Wealth Management for 20 years. As Senior Vice President, Joes serves high net worth clients in the Beaumont area focusing on wealth management and trust services. Joe is one of the most experienced financial...

John McCollum, CFA®

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...

John O. Allen, Jr

John O. Allen, Jr

Market President - Greenville, SC
Greenville

John Allen manages client relationships and leads the Greenville office in its client service efforts. He has 35 years of experience in trust, wealth management, tax and financial planning. Allen holds a BA from Furman University and is an Accredited Estate Planner...

Jon K. Daubert, J.D., LL.M.

Jon K. Daubert, J.D., LL.M.

Senior Vice President, Trust Officer
San Antonio

Jon joined Argent in 2019 and is responsible for managing personal and institutional relationships. He has more than 17 years of estate planning and trust banking experience with Frost Bank in San Antonio. Jon spent his early career in law, practicing as an estate,...

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