The latest senior moves in wealth and asset management from across the US.
Fiduciary Trust International
Fiduciary Trust International has has appointed Taylor Custis as trust counsel and senior relationship manager. She is based in Atlanta, Georgia.
Custis will primarily work with clients in the Atlanta area as well as clients and colleagues in Fiduciary Trust International’s offices in the Mid-Atlantic region - including Washington, DC and Radnor, Pennsylvania.
“Taylor has nearly 20 years of experience working closely with ultra-high net worth families and providing them with sophisticated estate and wealth planning solutions,” Gerard F Joyce, Jr, national head of trust and estates at Fiduciary Trust International, said.
Custis specializes in collaborating with other advisors to deliver holistic, goals-based wealth planning services to clients, in addition to complex estate, transfer, financial, and tax planning advice. She joined Fiduciary Trust International from Wells Fargo’s Abbot Downing business, where she worked for 14 years, most recently as a senior wealth strategist in charge of wealth planning services for clients in the Southeast. She began her career as an associate at Cleary Gottlieb Steen & Hamilton LLP, where she worked in the private clients and charitable organizations group. She earned her master of laws in taxation from the New York University School of Law, and holds a doctor of law from Tulane Law School. She also graduated from the University of Richmond with a bachelor of science in business administration.
Argent Trust Company
Argent Trust Company said that one of its wealth advisors, Austin McCarty, based in its Oxford office, has earned his Certified Financial Planner certification and been promoted to assistant vice president at Argent Trust.
As assistant vice president, McCarty will continue offering fiduciary wealth management services to clients and family offices from Argent’s Oxford office. McCarty joined Argent in 2018 as a trust assistant. Prior to joining Argent, he was a portfolio analyst with CBRE Group, a commercial real estate services and investment firm. He earned a bachelor’s degree in finance from Mississippi College.
Argent Financial Group is responsible for more than $35 billion in client assets. Based in Ruston, Louisiana, Argent was formed in 1990 and traces its roots back to 1930.