Serving with excellence. Cultivating deeply personal reatonsnips. rroviang custom soutions Ior wean

protection and prosperity. These are the values that have been ingrained in Argent from day one. And it’s why year after year, our clients turn to us for the strength to not just weather the storm, but to keep growing stronger.

Argent Financial Group is a leading, independent client asset services firm supporting individuals, families, businesses and institutions. Formed in 1990 in Ruston, Louisiana, Argent can trace its roots back to 1930. Today, Argent is responsible for more than $75 billion in client assets.

Argent’s Shreveport office opened in 1990 and is located in the Regions Tower. The office is staffed with 25 professionals serving all manner of clients.

Pictured above from left to right:

Patti Hartley, Dut LeBlanc | CPA, Vicki Heroy | MBA, CTFA, Jim Ferraro | MA, JD, Glenda Grisby, Brandon Glenn, Tim Quinn | MBA,CFSC, Bridgette Harris, Matthew Kimbrough | MBA, CTB, Sandy Falkner, Gary Moore | MBA, CEBS, Breanna Bundy, Chadler Nance | MBA, Kaylee Thomas, Russ Allsup | CPA, Melissa Garner | MBA, CTFA, Preston Smith | CPL, Murphy Anderson | MS, AIF®,Susie Baird, Beverly Myers, John Barr, Clinton Rasberry | MBA, MME

Not pictured:
Chris Shankle | CPA, CGMA, Jodi Penn Rives


Wealth Management:

  • Financial planning
  • Wealth transfer planning
  • Charitable giving planning
  • Legacy & succession planning
  • Estate planning advice & settlement
  • Tax & risk planning for complex situations
  • Fiduciary trust administraiton

Asset Management:

  • Customized equity and fixed income portfolios
  • Asset allocation models
  • Alternative assets
  • Foundation & endowment management
  • OCIO for non-profits & foundations

Asset Servicing:

  • Corporate trust, custody & escrow
    Governmental services, including Municipal Advisory
  • Retirement plan consultation & administration:

Argent Financial Group
333 Texas Street, Suite 699,
Shreveport, LA 71101