Email

LinkedIn

Brenda VanValen, CFP®, CTFA, CWS

Market President - Charlotte, NC

B.A. (Trust Management), Campbell University
Associate of Science, Mount Aloysius College
CWS, Cannon Trust I, II, III, Trust Tax I,II

Brenda Van Valen joined Argent in 2015 as Market President of our Charlotte, North Carolina office. Brenda will serve high net worth clients with trust, investment, estate and family office services.

Prior to joining Argent, Brenda was Senior Vice President at Reliance Trust Company. She has been serving trust clients from the Charlotte area for almost 20 years. She has graduated from Cannon Trust I,II and III and Cannon Tax I and II as well as becoming a Certified Wealth Strategist and a CERTIFIED FINANCIAL PLANNER™ professional.

Active in her community and her industry, Brenda is a member of the Charlotte Estate Planning Council and the Central Arizona Estate Planning Council. She is also a Kingdom Advisor.

Charlotte

11020 David Taylor Drive Suite 430, Charlotte, NC 28262

(980) 224-4772

11020 David Taylor Drive Suite 430, Charlotte, NC 28262

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With over 30 years of expertise serving as sole trustee, co-trustee, successor trustee and directed trustee for thousands of clients, Argent can expertly serve the multi-generational wealth preservation and transfer needs of your family.

READ MORE
Wealth Management

Wealth Management

Our expert wealth advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.

READ MORE

Latest News & Resources

Insights

Investment Outlook – April 2024

Investment Outlook – April 2024

Will They, Won’t They, When Will They? We’re talking about the Fed, of course.  Will the Fed lower short-term rates, or will they keep them at the current range (5.25% - 5.50%) for another six or more weeks to see if core PCE inflation continues to decline towards a...

The Morning View: April 1, 2024

The Morning View: April 1, 2024

Announced this morning, the PCE Deflator increased 0.3% in February, slightly less than expected and was up 2.5% on an annual basis, one-tenth higher than the previous reading. The Core PCE Deflator, which excludes food and energy prices and is closely monitored by...

Market Perspective- March 2024

Market Perspective- March 2024

Walking The Line As expected, the Federal Reserve held interest rates steady last week and signaled it still plans multiple cuts before the end of the year. Following its two-day meeting, the Federal Open Market Committee (FOMC) kept the benchmark overnight borrowing...

Interested in speaking with

one of our experts?

Share This