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Nicole Nally Ctfa Aif
Nicole Nally Ctfa Aif
Regional Manager and Chief Fiduciary Officer - East Region | Argent Financial Group, Inc.
Louisville, Kentucky, United States
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.
Nicole Nally Ctfa Aif
Work Experience
Regional Manager and Chief Fiduciary Officer - East Region at
Argent Financial Group, Inc.
July 2020 - Present
Market President & Sr. Trust Officer at
Argent Financial Group, Inc.
April 2012 - Present
Senior Vice President & Personal Trust Manager at
Regions Bank
March 2003 - April 2012
Vice President & Personal Trust Manager at
Louisville Trust Company The Sachs
January 2000 - February 2003
Vice-President & Trust Officer at
U.S. Bancorp
January 1998 - January 2000
Probate/Estate Paralegal at
L Kent Robinson Psc
January 1997 - January 1998
Administrator / Office Manager at
Sg Donahue
January 1993 - January 1997
Planning Technician at
Ups Scs (Guatemala) Limitada
January 1992 - January 1993
Estate/Life Underwriter at
Prudential Financial, Inc.
January 1987 - January 1992
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
******@argentfinancial.com
*******@argenttrust.com
******@argentmoney.com
Colleagues
Regional Manager at Argent Trust Company
Chief Information Officer
Vice President & Wealth Systems Programmer
Senior Vice President
Regional Executive
Chief Executive Officer
Trust Officer and Vice President
Vice President, Governmental Services
Vice President - Family Wealth Services