People Moves

Who's Moving Where In Wealth Management? – Argent, Raymond James

Editorial Staff June 3, 2022

Who's Moving Where In Wealth Management? – Argent, Raymond James

The latest senior wealth management moves and appointments in North America.

Argent Financial Group
Argent Financial Group has added new members to its board of directors: Lance Hall and Glen Post.  

Hall is the president and CEO of Origin Bank. He has served in a variety of roles within Origin Bank, including Louisiana state president, chief strategy officer and chief operating officer. In these roles, he has managed the bank’s operations, technology, strategic planning, and brand teams. 

Post is the former chairman and CEO of CenturyLink. During his tenure at the company, he also served as chief financial officer and chief operating officer. 

Raymond James
Alex. Brown, a division of Raymond James, has welcomed experienced financial advisors William Stewart III, who joins the firm as a director, and W Grove Stewart IV at its Annapolis, Maryland office.

Operating as Stewart Wealth Advisory Group, together they serve a range of clients including owners of privately held businesses and their families, specializing in helping them navigate the arc of wealth transition. The duo was previously affiliated with Janney Montgomery Scott, where they managed approximately $375 million in client assets.

Prior to joining Alex. Brown, William Stewart was with Janney Montgomery Scott as an executive vice president. He has over 35 years of experience in the financial industry, dating back to 1986 when his career began in New York with Kidder Peabody & Company. When the firm was sold in 1994, he joined Smith Barney before being recruited by Donaldson, Lufkin & Jenrette as the national manager of DLJ Consulting. In 2003 he joined Legg Mason Wood Walker whose private client group was exchanged for Citigroup's Asset Management operation in 2005 and finally became Morgan Stanley in 2008. Bill is a graduate of Duke University.

Grove Stewart began his career as a financial advisor trainee in 2017 when he joined his father, Bill, at Janney Montgomery Scott. He takes part in the firm’s Advisory Mastery Program, a holistic educational program to position early career financial advisors for success. He earned his bachelor’s degree from Harvard University.

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