Who's Moving Where In Wealth Management? – Argent, Raymond James

Editorial Staff

5 October 2022

Argent Trust Company
Argent Trust Company, a subsidiary of has welcomed financial advisors Nicholas Conner, Kevin Latta, Michael Conti and Jamie Howells to its employee advisor channel. The team is based in Novi, Michigan.

The group, which now goes by the name of Stone Manor Wealth Advisors of Raymond James, includes client service associates Timothy Holly, Kimberly Reid and Kimberly Ybarra, as well as investment portfolio associate Adriana Soto, CFP® and business coordinator George Kourtis.

The team has joined from Merrill Lynch, where they previously managed about $1.1 billion in client assets. The team was recruited by and will report to branch manager Lewis Walterhouse.