Directory
>
Mary Coane
Mary Coane
Vice President & Audit Officer | Argent Financial Group, Inc.
United States
Mary Coane
Summary
Mary Coane is a seasoned wealth advisor with extensive experience in fiduciary risk management, tax planning, and compliance. Currently serving as Senior Vice President at Argent Trust, she leverages her expertise to guide clients through complex financial landscapes. With a strong background in banking and trust administration, Mary has held key positions at notable institutions including the Federal Reserve Bank of Dallas and Bank of America. Her educational credentials include an MBA from Pepperdine University and a CFP designation from Southern Methodist University. Known for her proactive approach, she excels in networking and establishing strong client relationships. Mary is passionate about empowering clients with tailored financial strategies that align with their goals. Her diverse skill set and leadership experience position her as a trusted advisor in the wealth management sector.
Mary Coane
Work Experience
Senior Vice President & Wealth Advisor at
Argent Financial Group, Inc.
April 2018 - Present
Mary Coane
Education
Pepperdine University, N/A, MBA
January 1996 - January 1997
Widener University, BS, Business
January 1984 - January 1987
Southern Methodist University, CFP Program
January 2008 - January 2010
Frequently Asked Questions about Mary Coane
What company does Mary Coane work for?
Mary Coane is a Vice President & Audit Officer at Argent Financial Group, Inc..
Where Mary Coane graduated from?
Mary Coane holds a degree in from Pepperdine University.
Who is Mary Coane?
Mary Coane is a seasoned wealth advisor with extensive experience in fiduciary risk management, tax planning, and compliance. Currently serving as Senior Vice President at Argent Trust, she leverages her expertise to guide clients through complex financial landscapes. With a strong background in banking and trust administration, Mary has held key positions at notable institutions including the Federal Reserve Bank of Dallas and Bank of America. Her educational credentials include an MBA from Pepperdine University and a CFP designation from Southern Methodist University. Known for her proactive approach, she excels in networking and establishing strong client relationships. Mary is passionate about empowering clients with tailored financial strategies that align with their goals. Her diverse skill set and leadership experience position her as a trusted advisor in the wealth management sector.
Mary`s contact details
Colleagues
Vice President and Trust Officer
Service Manager
Trust Allocation Specialist I-III
Trust Officer
Specialty Sales / Design Associate
Vice President & Trust Officer
Audit Examiner
Corporate Management Trainee
Teller
Vice President