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Nicole Nally Ctfa Aif

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Nicole Nally Ctfa Aif

Regional Manager and Chief Fiduciary Officer - East Region | Argent Financial Group, Inc.

Louisville, Kentucky, United States

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Nicole Nally Ctfa Aif

Summary

Nicole Nally is a seasoned professional in the wealth management and fiduciary services sector, currently serving as the Regional Manager and Chief Fiduciary Officer for the East Region at Argent Trust. With over three decades of experience, she has a robust background in banking, estate planning, and financial advisory, showcasing her expertise in managing client assets and providing strategic financial planning. Nicole has played a pivotal role in establishing trust company operations and has a proven track record of enhancing revenue through innovative business development strategies. She is dedicated to leveraging Tennessee's advantageous trust laws to benefit her clients and ensure their financial legacies. Nicole's leadership extends beyond her role at Argent, having participated in various professional development programs like Bingham Fellows and Leadership Louisville. Her commitment to excellence in fiduciary services and wealth management is evident in her extensive career and ongoing contributions to the industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Startup Experience

Nicole Nally Ctfa Aif

Work Experience

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Regional Manager and Chief Fiduciary Officer - East Region at

Argent Financial Group, Inc.

July 2020 - Present

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Market President & Sr. Trust Officer at

Argent Financial Group, Inc.

April 2012 - Present

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Senior Vice President & Personal Trust Manager at

Regions Bank

March 2003 - April 2012

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Vice President & Personal Trust Manager at

Louisville Trust Company The Sachs

January 2000 - February 2003

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Vice-President & Trust Officer at

U.S. Bancorp

January 1998 - January 2000

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Probate/Estate Paralegal at

L Kent Robinson Psc

January 1997 - January 1998

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Administrator / Office Manager at

Sg Donahue

January 1993 - January 1997

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Planning Technician at

Ups Scs (Guatemala) Limitada

January 1992 - January 1993

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Estate/Life Underwriter at

Prudential Financial, Inc.

January 1987 - January 1992

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Nicole Nally Ctfa Aif

Education

Accredited Investment Fiduciary - AIF®️

January 2016 - January 2016

Cannon Trust school, Ctfa

January 2004 - January 2005

Bingham Fellows, 2011

Leadership Louisville Class of 2009

Frequently Asked Questions about Nicole Nally Ctfa Aif

What is Nicole Nally Ctfa Aif email address?

Nicole Nally Ctfa Aif's primary email address is ******@argentfinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Nicole Nally Ctfa Aif work for?

Nicole Nally Ctfa Aif is a Regional Manager and Chief Fiduciary Officer - East Region at Argent Financial Group, Inc., a company specializing in Functions related to depository banking.

Where Nicole Nally Ctfa Aif graduated from?

Nicole Nally Ctfa Aif holds a degree in from Accredited Investment Fiduciary - AIF®️.

How can I directly contact Nicole Nally Ctfa Aif?

To contact Nicole Nally Ctfa Aif directly, you can use the email address ******@argentfinancial.com. Complete contact information is available upon registration with Muraena.

Who is Nicole Nally Ctfa Aif?

Nicole Nally is a seasoned professional in the wealth management and fiduciary services sector, currently serving as the Regional Manager and Chief Fiduciary Officer for the East Region at Argent Trust. With over three decades of experience, she has a robust background in banking, estate planning, and financial advisory, showcasing her expertise in managing client assets and providing strategic financial planning. Nicole has played a pivotal role in establishing trust company operations and has a proven track record of enhancing revenue through innovative business development strategies. She is dedicated to leveraging Tennessee's advantageous trust laws to benefit her clients and ensure their financial legacies. Nicole's leadership extends beyond her role at Argent, having participated in various professional development programs like Bingham Fellows and Leadership Louisville. Her commitment to excellence in fiduciary services and wealth management is evident in her extensive career and ongoing contributions to the industry.

Nicole`s contact details

mail

******@argentfinancial.com

*******@argenttrust.com

******@argentmoney.com

Colleagues

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Brooks Campany

Regional Manager at Argent Trust Company

Ryan Griep

Chief Information Officer

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Hazel English

Vice President & Wealth Systems Programmer

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Steve Martin

Senior Vice President

Reid Harrell

Regional Executive

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Steven Eason

Chief Executive Officer

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Robert Pugh Jd Ctfa

Trust Officer and Vice President

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Beck Hanes

Vice President, Governmental Services

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Russ Allsup Cpa

Vice President - Family Wealth Services

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