ATO News | | Deidre Waltz Joins Heritage Trust Company in Oklahoma City as Vice President and Relationship Manager01/23/20 - Heritage Trust Company announced today that Deidre Waltz has joined the company as vice president and relationship manager in the Oklahoma City office. She will assist clients in a variety of areas, including trusts, estate planning and administration.
Read More >>Nashville-Based Independent Trust Company Moves Headquarters to Music Row01/16/20 - Pendleton Square Trust Company, LLC, a Tennessee-based independent trust company, has moved its Nashville office to historic Music Row at 35 Music Square East.
Read More >>Argent Financial Group Announces Key Corporate Finance Promotions01/14/20 - Argent Financial Group, a leading independent fiduciary wealth management firm, today announced two corporate finance promotions. Daniel Taylor has been promoted to chief accounting officer and Briley Blazo is now manager of the newly formed corporate financial planning and analysis department. Both will report to Chief Financial Officer Laurie Parks.
Read More >>The Trust Company of Tennessee adds Bryson Bosson as business analyst 01/06/20 - The Trust Company of Tennessee has hired Bryson S. Bosson as a business analyst at the firm’s Knoxville headquarters.
Read More >>Catherine McCulley Promoted to Vice President and Trust Officer for Argent Trust in Memphis12/19/19 - Argent Trust Company announced today the promotion of Catherine McCulley from assistant trust administrator to vice president and trust officer in the firm’s Memphis office.
Read More >>Argent Financial Group Shortlisted in Two categories for the 2020 Private Asset Management Awards12/18/19 - For the second year in a row, Argent Financial Group, a leading independent fiduciary wealth management firm responsible for $23 billion in client assets, has been named a finalist in two categories for the 2020 Private Asset Management Awards.
Read More >>Cort Bethmann Promoted to Senior Vice President and Wealth Advisor for Argent Trust in Nashville12/12/19 - Argent Trust Company announced today the promotion of Cort Bethmann from vice president and wealth advisor to senior vice president and wealth advisor in the firm’s Nashville office.
Read More >>Kathy Christoffel Joins Argent Trust Company as Fort Worth Market President12/02/19 -
Argent Trust Company announced today that Kathy Christoffel has joined the company as market president for Fort Worth, where she will oversee the local wealth management team, including facilitating business development and providing client solutions.
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