Kenny Brown

About Kenny Brown

As a leading independent wealth management firm, we deliver in-depth, personalized, unbiased service in a candid and common-sense manner. Our core service offering is professional trust management. Building from that core, Argent Trust Oklahoma a division of Argent Financial Group provides an array of related financial services, including- Trusts and Estate Planning- Wealth Management- Investment Management- Special Needs Trusts- Oil and Gas Management- Employee Stock Ownership Plans- Retirement Plan Consulting and Administration- Funeral and Cemetery Trust Services- Qualified Intermediary Services, including 1031 Exchanges- Corporate Trust, Custody & Escrow Services- Governmental Services- Philanthropic ServicesOur approach is to understand the source of your wealth to help guide us in recommending the best strategies for you. We would love to hear from you. If you have any questions about how Argent Trust Oklahoma can help protect your wealth, please call (91••••••80 or email k•••••@argentfinancial.com. You are also welcome to visit our office at:Argent Trust Oklahoma4506 S. Harvard AvenueTulsa, OK 74135About Argent Trust OklahomaArgent Trust Oklahoma is a division of Argent Financial Group (Argent), is a leading, independent client asset services firm offering individuals, families, businesses, and institutions wealth management, asset management, and asset servicing. The firm is responsible for more than $105 billion in client assets. Formed in 1990 in Ruston, Louisiana, Argent can trace its roots back to 1930. For more information, visit

Experience

1. President, Chief Operating Officer

   Argent Trust Oklahoma Formerly Ameritrust

   Jan 2024 — Present

   Build a strong culture that reflects company values (fiduciary duty, client-first orientation, integrity).• Provide executive leadership for the Tulsa team while serving as Chief Operating Officer.• Oversee strategic initiatives, client service, and operational excellence.• Partner with Argent Financial Group leadership to align local strategy with corporate goals.• Identify and execute strategic initiatives (e.g, expansion of services, new product offerings, business lines) tailored to local opportunities.• Cultivate, maintain, and deepen relationships with existing high-net-worth clients, families, institutions, and community influencers.• Ensure reputation for high-quality service, fiduciary integrity, and trust relationships are upheld in the market.• Drive new client acquisition, referrals, and partnerships (e.g, CPAs, attorneys, financial advisors, other centers of influence).

Education

• Dallas Baptist University

  MBA, Finance

  2007 — 2009

• Dallas Baptist University

  B.B.S., Business Administration

  2005 — 2007

• Christ For the Nations Institute

  Practical Theology, Religion

  2003 — 2005

Skills

• Analysis
• Equities
• Credit
• Financial Modeling
• Nonprofits
• 401k
• Retirement
• Strategic Financial Planning
• Business Analysis
• Asset Management
• Microsoft Excel
• Portfolio Management
• Finance
• Financial Services
• Financial Analysis
• Corporate Finance
• Retirement Planning
• Accounting
• Management
• Trading
• Investment Banking
• Investment Strategies
• Alternative Investments
• Securities
• Account Reconciliation
• Investments
• Wealth Management
• Series 7
• Insurance
• Investment Management
• Forecasting
• Managerial Finance
• Valuation
• Asset Allocation
• Banking
• Mutual Funds
• Risk Management