Mark Milton Email & Phone Number

Greater New Orleans Area

Responsible for 3 strategic lines of business. Managing Principal for Argent Retirement Plan Advisors which is an SEC registered investment advisory firm with over $1.6 billion in assets, specializing in providing 3-38 and 3-21 retirement consulting services to plan sponsors. Responsible for Argent Funeral and Cemetery trust services which provides Preneed, Cemetery Merchandise and Perpetual Care trustee services to over 150 clients in 36 states with assets of over $1.5 billion. Market leader for Argent Trust Company's New Orleans Wealth Management practice for both Personal and Institutional Clients.

Greater New Orleans Area

Responsible for the New Orleans and South Louisiana Trust Markets including offices in Baton Rouge and Lafayette.

Wilmington, North Carolina Area

Responsible for Live Oaks Death Care Lending vertical providing SBA financing for the Funeral and Cemetery industry nationwide. In 2015 our team closed 43 transactions for over $65MM in SBA loans.

Responsible for over $38 Billion in assets, 7500 accounts and 150 full time employees, all fully engaged in growing our business and serving our clients needs. Specializing in Retirement Consulting, Asset Management, Institutional Custody and Pre Need Funeral Trust we provided advice, education and value added expertise to each of our client relationships

Trust Operations and Sales Support