Who's Moving Where In Wealth Management? - Juncture Wealth Strategies, BNY Mellon, Others

Editorial Staff

9 September 2020

Juncture Wealth Strategies
has named Jeff Bradley as senior vice president of institutional services in the Birmingham office. He will report to Mark Milton, director of institutional services at Argent Trust.

Bradley will assist in expanding Argent’s institutional trust platform of services working specifically with corporate, government and non-profit clients. He will also work with Argent Retirement Plan Advisors, a registered investment advisory subsidiary, consulting with all types of employer-sponsored retirement plans.

Prior to this, Bradley worked for Regions Financial Corporation for 17 years. He started in Mobile as vice president of institutional services. In 2010, he moved to the Birmingham office and was promoted to senior vice president of institutional services. Prior to Regions, Bradley was vice president of trust at First-Citizens Bank and Trust in Raleigh, North Carolina.