People Moves
Who's Moving Where In Wealth Management? – Argent, Raymond James
The latest senior wealth management moves and appointments in North America.
Argent Financial Group
Argent
Financial Group has added new members to its board of
directors: Lance Hall and Glen Post.
Hall is the president and CEO of Origin Bank. He has served in a
variety of roles within Origin Bank, including Louisiana state
president, chief strategy officer and chief operating officer. In
these roles, he has managed the bank’s operations, technology,
strategic planning, and brand teams.
Post is the former chairman and CEO of CenturyLink. During his
tenure at the company, he also served as chief financial officer
and chief operating officer.
Raymond James
Alex. Brown, a division of Raymond James, has
welcomed experienced financial advisors William Stewart III, who
joins the firm as a director, and W Grove Stewart IV at its
Annapolis, Maryland office.
Operating as Stewart Wealth Advisory Group, together they serve a
range of clients including owners of privately held businesses
and their families, specializing in helping them navigate the arc
of wealth transition. The duo was previously affiliated with
Janney Montgomery Scott, where they managed approximately $375
million in client assets.
Prior to joining Alex. Brown, William Stewart was with Janney
Montgomery Scott as an executive vice president. He has over 35
years of experience in the financial industry, dating back to
1986 when his career began in New York with Kidder Peabody &
Company. When the firm was sold in 1994, he joined Smith Barney
before being recruited by Donaldson, Lufkin & Jenrette as the
national manager of DLJ Consulting. In 2003 he joined Legg Mason
Wood Walker whose private client group was exchanged for
Citigroup's Asset Management operation in 2005 and finally became
Morgan Stanley in 2008. Bill is a graduate of Duke
University.
Grove Stewart began his career as a financial advisor trainee in
2017 when he joined his father, Bill, at Janney Montgomery Scott.
He takes part in the firm’s Advisory Mastery Program, a holistic
educational program to position early career financial advisors
for success. He earned his bachelor’s degree from Harvard
University.