Steve Martin

Senior Vice President at

Role: Senior Vice President at Argent Financial Group, Inc
Location: Atlanta, GA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Steve Martin

Over 34 years of experience in Employee Retirement Benefits covering administration…

Experience

Senior Vice President
Argent Financial Group, Inc
Jul 2014 — Present
Senior Fiduciary Consultant

Skills

Series 7
Employee Benefits
Due Diligence
Sales
Wealth Management
Mutual Funds
Business Development
Investments
Financial Services
Erisa
Retirement
Financial Modeling
Mergers & Acquisitions
Investment Management
Retirement Planning
Financial Analysis
Asset Allocation
401k
Strategic Financial Planning

Contact information

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Work email
•••••@argentfinancial.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Argent Financial Group, Inc

Financial Services · 274 employees · Founded 1990 · Ruston, Louisiana, United States

Argent Financial Group 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 $165 billion in client assets. Formed in 1990 in Ruston, Louisiana, Argent can trace its roots back to 1930. Argent serves clients in all 50 U.S. states from our 44 markets located across 19 states. Argent provides an array of related financial services, including- Wealth Management, including Tax & Estate Planning and Trusts - Asset & Investment Management - Corporate Trust, Agency, Escrow & Custody - Qualified Intermediary Services, including 1031 Exchanges - Governmental Services - Funeral and Cemetery Trust Services - Retirement Plan Consulting and Administration - Employee Stock Ownership Plans - Philanthropic Services - Oil and Gas Management Today, Argent Financial Group employs 500 professionals with prior experience at banks, trust companies, brokerage firms, law firms, accounting firms, insurance agencies, investment management firms and other businesses. Argent has a presence in 39 markets across Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, Missouri, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas and Wisconsin. Argent Financial Group, Inc. is the parent company of- AmeriTrust Investment Advisors - Argent Advisors - Argent Family Wealth Services - Argent Institutional Trust Company, including Salem Trust Co- Argent Mineral Management - Argent Trust Company - Argent Trust Oklahoma - Argent Wealth - Funeral Services, Inc- Highland Capital Management - Orleans Capital Management - Salem Trust Company

argentfinancial.com

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