Robert Pugh

Experience

1. Trust Officer and Vice President

   Argent Financial Group, Inc

   Mar 2020 — Present

   Manage trust accounts to help coordinate investment objectives, income distributions, and discretionary distributions of principal, and regulatory requirements of the corporate fiduciary. To follow the requirements of the trust document as set forth by the original grantor and working in conjunction with the trust beneficiary and any trust protector. Manage IRA and personal investment accounts (IMA) of clients in coordination with their overall estate and retirement plans. Overseeing the investment goals, regulatory and legal requirements, RMD and contribution limits, and internal policies of all account obligations. Review estate planning documents and all financial planning documents of clients and work with trusted advisors to make sure the goals and intentions of clients are met. To carry out those intentions when named as the designated fiduciary in those documents. Handle accounts with numerous kinds of unique assets (oil & gas interests, timber, commercial real estate, residential real estate, LLCs, closely held corporations, partnerships, farmland, hunting leases). Work with COI\'s to develop pipeline of new business and network of consultants for client services. Develop additional revenue sources of new business from referrals of existing clients. Wealth and financial advisor for clients working in conjunction with internal and external consultants (CPA, attorney, portfolio manager, investment advisor, insurance agent, banker, private equity, real estate agent, timber agent, landman, etc.) Manage the payment of bills on behalf of clients (utility, mortgage, rent, insurance, loan payments, credit card, medical, pharmacy, assisted living, in-home care, tax payments). Coordinate gifts clients wish to make from their accounts to intended not-for-profit organizations.