11020 David Taylor Drive, Suite 430, Charlotte, NC 28262
(980) 224-4772Argent Trust’s Charlotte location opened in 2015 under the leadership of Brenda Van Valen, who has 30 years of experience in fiduciary wealth management.
Brenda and her team provide customized solutions for high net worth individuals and families in Charlotte and the surrounding communities.
Brandon joined Argent in 2005 and serves as a senior portfolio manager responsible for the investment oversight of trusts, private wealth clients, employee benefits plans, and foundations. In Brandon’s career, he has focused extensively on providing customized asset...
Brenda Van Valen joined Argent in 2015 as Market President of our Charlotte, North Carolina office. Brenda will serve high net worth clients with trust, investment, estate and family office services. Prior to joining Argent, Brenda was Senior Vice President at...
John Allen manages client relationships and leads the Greenville office in its client service efforts. He has 35 years of experience in trust, wealth management, tax and financial planning. Allen holds a BA from Furman University and is an Accredited Estate Planner...
Marshall became a Senior Portfolio Manager at Argent Trust in 2018 when Independence Trust merged with Argent. As Chief Investment Officer at Independence, he oversaw portfolio management, trading, and other investment functions for the firm’s clients, including...
Paul Lyle joined Argent Trust Company in 2016 as a Senior Trust Officer in our Charlotte, North Carolina office where he serves high net worth clients with trust, investment, estate and family office services. Prior to joining Argent, Paul was a Trust Officer with...
Brandon joined Argent in 2005 and serves as a senior portfolio manager responsible for the investment oversight of trusts, private wealth clients, employee benefits plans, and foundations. In Brandon’s career, he has focused extensively on providing customized asset...
Brenda Van Valen joined Argent in 2015 as Market President of our Charlotte, North Carolina office. Brenda will serve high net worth clients with trust, investment, estate and family office services. Prior to joining Argent, Brenda was Senior Vice President at...
John Allen manages client relationships and leads the Greenville office in its client service efforts. He has 35 years of experience in trust, wealth management, tax and financial planning. Allen holds a BA from Furman University and is an Accredited Estate Planner...
Marshall became a Senior Portfolio Manager at Argent Trust in 2018 when Independence Trust merged with Argent. As Chief Investment Officer at Independence, he oversaw portfolio management, trading, and other investment functions for the firm’s clients, including...
Paul Lyle joined Argent Trust Company in 2016 as a Senior Trust Officer in our Charlotte, North Carolina office where he serves high net worth clients with trust, investment, estate and family office services. Prior to joining Argent, Paul was a Trust Officer with...