Argent Wealth, LLC

Matthew Newman is a financial advisor at Argent Wealth, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Voya Financial Advisors, Prudential Insurance Company of America, and Valic Financial Advisors. Newman is also the owner of Walter Preston Wealth Management, LLC, an independent insurance and financial services business. Argent Wealth, LLC provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolios using a range of investment vehicles and employs fundamental, quantitative, and qualitative analysis with discretionary management for most services.

Matthew Davis is a financial advisor with Argent Wealth, LLC in Ridgeland, MS, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Pinnacle Trust from 2013 to 2020 and has been with Pinnacle Wealth, LLC since 2021, with a one-year sabbatical in between. Argent Wealth serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, portfolio management, and retirement plan consulting. The firm employs a range of investment strategies tailored to client objectives and leverages affiliated trust and insurance services through its parent company, Argent Financial Group.

Cristopher Dockery is a financial advisor at Argent Wealth, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pinnacle Trust and Pinnacle Wealth. Outside of his advisory role, he is also an independent insurance agent. Argent Wealth primarily serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management and retirement plan consulting. The firm manages approximately $439 million in discretionary assets and employs a range of investment strategies tailored to client objectives, combining fundamental, quantitative, and qualitative analysis.

Erik Olson is a financial advisor at Argent Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Pinnacle Wealth, LLC, Regions, Republic Finance, and Cups. Argent Wealth primarily serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, portfolio management, and retirement plan consulting. The firm employs a range of investment strategies tailored to client objectives and utilizes Schwab’s managed account platforms, while its corporate structure includes affiliated trust, custody, and insurance services.

John Everett is a financial advisor at Argent Wealth, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc. and Citizens National Bank. Argent Wealth serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, portfolio management, and retirement plan consulting. The firm employs a range of investment strategies tailored to client objectives and leverages affiliations with related financial and insurance entities to offer additional services.

Martin Palomo IV is a financial advisor at Argent Wealth, LLC with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at Voya Financial Advisors, Edward Jones, A.G. Edwards & Sons, and MSI Financial Services. Outside of finance, he is involved in youth and high school soccer as the owner of Palomo Futbol Consulting, providing tournaments, referee services, and soccer consulting. Argent Wealth, LLC serves individuals, trusts, retirement plans, and business entities with tailored investment advisory services including asset management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis to manage diverse portfolios and offers both discretionary and non-discretionary management options.

Wilson Nichols is a financial advisor with Argent Wealth, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Raymond James & Associates, KLLM Transport Services, Blue Cross & Blue Shield of Mississippi, and Mississippi College. Argent Wealth primarily serves individuals, including high net worth clients, trusts, pension and profit-sharing plans, and business entities, offering asset management, comprehensive portfolio management, and retirement plan consulting. The firm manages approximately $439 million in discretionary assets and employs a range of investment strategies tailored to client objectives, utilizing fundamental, quantitative, and qualitative analysis combined with Schwab’s managed account platforms.