People Moves
Who's Moving Where In Wealth Management? – Argent, Raymond James
The latest moves and appointments in the North American wealth management sector.
Argent Financial Group
Argent
Financial Group, the fiduciary wealth management firm, has
appointed T J McGee as vice president and trust officer for
Argent Trust Company.
McGee will be based in New Orleans, reporting to Jill Knight Nalty, market president for New Orleans. McGee will be responsible for providing clients with fiduciary wealth management and related services.
Before joining Argent, McGee served as vice president and institutional trust relationship consultant at Regions Bank in Baton Rouge. He received his master of business administration and bachelor of business administration degrees from Campbell University‘s Trust and Wealth Management program. He also earned his Certified Retirement Services Professional designation from the American Bankers Association and is a graduate of the Southeastern Trust School.
Argent is responsible for more than $35 billion in client assets.
Raymond James
Raymond James
has welcomed financial advisors Dan Smith IV, Todd Bryant, Eric
Carlson and David Pieronowski to its independent advisor channel.
Operating as Signature Wealth Partners in Orlando, Florida, the advisors are joined by client services specialists Cathy Stockton, Diane Stallard and Elizabeth Hall. Together they serve a variety of clients including business owners, high net worth individuals, pre-retirees and corporate executives. The team was previously affiliated with MML Investors Services where they managed approximately $227 million in client assets.