The latest moves and appointments in the North America wealth management sector.

Sanctuary Wealth
Sanctuary Wealth has added its 17th breakaway firm of the year - NobleVest Private Wealth, based in Springfield, Missouri.

Three of NobleVest’s four founding partners, Geoff Stufflebam, Ken Roberts, and Shweta Agarwal have been with Morgan Stanley, while the fourth, Kraig Bode, was formerly with Ameriprise, Sanctuary said in a statement.

Collectively, the four NobleVest principals have more than 70 years of financial advisory experience and are entrusted with $400 million in client assets under management. They represent the second Missouri team to connect with Sanctuary so far this year.

Roberts, CRPS® has spent almost 10 years with Morgan Stanley and 14 years prior to that with Bank of Bolivar, where he was president of Bolivar Investment Services. Stufflebam, who spent 14 years with Morgan Stanley, is also a Chartered Retirement Plan Specialist™. Founding partner Shweta Agarwal was with Morgan Stanley for more than four years after an earlier tenure as an advisor with Waddell & Reed. Kraig Bode, CRPC spent more than 16 years with Ameriprise Financial as a financial advisor.

Senior operations manager Julie Billings rounds out the team.

Argent Financial
Argent Financial Group has announced that Saiyida Gardezi has completed the Chartered Financial Analyst® Program. She serves as a portfolio manager, based in Argent’s Dallas office, and reports to senior portfolio manager Robert Strauss, CFA.

The CFA® Program, administered by the non-profit CFA Institute, seeks to set global professional standards for investment practitioners. 

Gardezi has relocated from Argent’s Oklahoma City office to Dallas. She will continue serving clients in the Oklahoma City area, as well as in the Dallas-Fort Worth metroplex.

Gardezi is an active member of the CFA Society of Dallas and Fort Worth. Previously, she was one of the leaders at an Oklahoma-based women empowerment group called Lean in Oklahoma, she was also a treasurer on the board of OVAC (Oklahoma Visual Arts Coalition), and served on the 2020 Women on Boards host committee for Oklahoma City in both 2018 and 2019.