Argent Wealth

Learn more by calling (601) 707-0008

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Argent Wealth Overview

Strategies tailored to your needs and goals.

Argent Wealth is a subsidiary of Argent Financial Group and a SEC Registered Investment Advisory firm specializing in planning, protection, and investment services primarily for clients in the southeastern U.S.

Learn more by visiting MyArgentWealth.com

 

Argent Wealth

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

Ridgeland

1020 Highland Colony Pkwy #603, Ridgeland, MS 39157

PH: (601) 707-0008

Ridgeland

1020 Highland Colony Pkwy #603, Ridgeland, MS 39157

(601) 707-0008

Our Team

Carol Brock

Carol Brock

Chief Operating Officer and Chief Compliance Officer
Ridgeland

As the dynamic Chief Operating Officer (COO) and Chief Compliance Officer (CCO) at Argent Wealth, Carol brings decades of strategic leadership and financial expertise to the organization and plays a pivotal role in shaping the operational and compliance aspects of the...

Cris Dockery, CPFA

Cris Dockery, CPFA

Director, Corporate Retirement Plans
Ridgeland

Cris M. Dockery is the Director of Corporate Retirement Plans at Argent Wealth, leveraging his extensive financial expertise to craft innovative and tailored solutions for clients seeking mid- to high-net-worth wealth management. As a Financial Advisor, Cris earned...

Dacia Malone

Dacia Malone

Chief of Staff
Ridgeland

Dacia holds the role of Chief of Staff at Argent Wealth, where her journey is marked by a commitment to excellence and a passion for creating a seamless client experience. A proud graduate of The University of Southern Mississippi, Dacia earned her Bachelor of Science...

Erik Olson

Erik Olson

Wealth Management Advisor
Ridgeland

Erik holds the position of Wealth Management Advisor at Argent Wealth, leveraging his expertise to provide invaluable financial guidance to clients. Before joining Argent, Erik contributed his skills and knowledge to Pinnacle starting in November 2020. His academic...

Martin E. Palomo IV, CWS®

Martin E. Palomo IV, CWS®

CEO and Co-Chief Investment Officer
Ridgeland

Martin serves as CEO and Co-Chief Investment Officer at Argent Wealth, overseeing strategic leadership and investment operations. He earned his bachelor's in business administration with a specialization in Finance from the Else School of Management at Millsaps...

Reid Davis

Reid Davis

Chief Investment Officer & Senior Wealth Management Advisor
Ridgeland

Reid serves as Argent Wealth’s Chief Investment Officer and Senior Wealth Management Advisor.  Reid received his Bachelor of Business Administration at the University of Mississippi, graduating Magna Cum Laude. During his tenure at the University of Mississippi, Reid...

Wilson Nichols

Wilson Nichols

Wealth Management Associate
Ridgeland

Wilson Nichols has joined Argent Family Wealth Services, a division of Argent Financial Group, as a Wealth Management Associate. He will be based in the Ridgeland office and report to Martin Palomo, CEO and Co-Chief Investment Officer. Before joining Argent, Nichols...

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