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BIZ Magazine.com: Orleans Capital Management joins Argent Financial Group in strategic transaction
Family Wealth Report.com: The Latest In Wealth Management M&A – Argent, Orleans
Orleans Capital Management Joins Forces with Argent Financial Group in Strategic Transaction
Orleans Capital Management announced today that effective January 1, 2024, it is joining Argent Financial Group, an independent client asset services firm based in Louisiana. The transaction opens new avenues for Orleans Capital to leverage Argent Financial’s...
Bradley Robinson
Bradley Robinson has joined the Ruston office as an Internal Auditor for Argent Fiduciary Consulting Services. Robinson reports to Chief Audit Executive Kim Breithaupt and will be responsible for conducting in-depth audits and helping clients maintain regulatory...
Dacia Malone
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 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...
Cris Dockery, CPFA
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...
Carol Brock
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...
Reid Davis
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...
Martin E. Palomo IV, CWS®
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...