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Charles D. Wade

Managing Partner

MBA, The University of Alabama
B.A. (Finance), The University of Alabama

Charlie Wade joined Argent Financial Group in 2014 as Chief Operating Officer and is primarily responsible for advising our operations, middle office, investment operations, compliance and audit divisions, as well as other strategic initiatives. Previously, Charlie served as an executive vice president of Reliance Trust and managed the wealth management and investment divisions. He has more than 30 years of banking and investment experience.

Charlie served as founder, chairman and CEO of The Trust Company, now an Argent Financial Group company, in San Antonio, Texas. He also served as area president for Nations Bank in Corpus Christi and in San Antonio for several years.

Charlie has a master’s degree in business administration and bachelor’s degree in finance from the University of Alabama.

His civic and professional activities include serving as a trustee and former Executive Committee member of the SA Library Foundation, President of the Texas State Aquarium Association, and President of the Texas Chapter of RMA.

He and his wife Agatha have three daughters and two grandsons.

San Antonio

755 East Mulberry Suite 400, San Antonio, TX 78212

(210) 352-2410

755 East Mulberry Suite 400, San Antonio, TX 78212

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With over 30 years of expertise serving as sole trustee, co-trustee, successor trustee and directed trustee for thousands of clients, Argent can expertly serve the multi-generational wealth preservation and transfer needs of your family.

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Wealth Management

Wealth Management

Our expert wealth advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.

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Latest News & Resources

Insights

Investment Outlook – April 2024

Investment Outlook – April 2024

Will They, Won’t They, When Will They? We’re talking about the Fed, of course.  Will the Fed lower short-term rates, or will they keep them at the current range (5.25% - 5.50%) for another six or more weeks to see if core PCE inflation continues to decline towards a...

The Morning View: April 1, 2024

The Morning View: April 1, 2024

Announced this morning, the PCE Deflator increased 0.3% in February, slightly less than expected and was up 2.5% on an annual basis, one-tenth higher than the previous reading. The Core PCE Deflator, which excludes food and energy prices and is closely monitored by...

Market Perspective- March 2024

Market Perspective- March 2024

Walking The Line As expected, the Federal Reserve held interest rates steady last week and signaled it still plans multiple cuts before the end of the year. Following its two-day meeting, the Federal Open Market Committee (FOMC) kept the benchmark overnight borrowing...

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