Gold Level Sponsors
A Word from Our 2023 GOLD Level Sponsors . . .
Argent Trust Company
Argent Trust Company is the flagship entity of Argent Financial Group, a leading, independent, fiduciary wealth management firm with offices across the Southeastern U.S. Responsible for more than $43.5 billion in client assets, Argent provides individuals, families, businesses, and institutions with a broad range of wealth management services, including trust and estate planning, investment management, retirement plan consulting and administration, ESOPs, funeral and cemetery trusts, charitable organization administration, oil and gas (mineral) management and other unique financial services.
Argent’s Birmingham office is conveniently located on Lakeshore Parkway and houses a team of Argent Trust wealth advisors, as well as our in-house trust operations group, which supports the trust teams across Argent’s 12-state corporate footprint.
The office opened in 2016 under the leadership of Ken Alderman and is now led by market president Collins Compere. The trust team–which includes four past recipients of the Alabama Bankers Association Wayne F. Lambert Trust Professional of the Year Award–serves clients with fiduciary wealth management, trust, and estate administration needs.
BMSS/BMSS Wesson
We have several companies under the BMSS umbrella. The primary company is a full-service certified public accounting and business advisory firm. We are an entrepreneurial team who provides exceptional client experience through our Local Presence, National Knowledge and Global Reach. We create peace of mind. What does this mean for you?
We are entrepreneurs and will bring our entrepreneurial mindset to each and every client.
We strive to create an experience for you that surpasses any other.
We have the bandwidth to help clients around the world, but we are also there with you locally, living and working in your community.
We worry about the things that keep you up at night so you don’t have to.
Under the BMSS umbrella, a fee-only financial planning and investment advisory firm, BMSS Wesson, was founded. As the BMSS CPA clients have moved forward with building successful businesses, accumulating wealth, and looking to transition their business and wealth to the next generation it made sense to form a business to meet their clients’ needs in these new stages of their lives in order to continue to provide them with the same high-quality service and honest advice delivered by the CPA firm.
Community Foundation of Greater Birmingham
Change happens when bold leadership meets opportunity. Our Community Foundation is dedicated to addressing our communities’ most challenging issues and providing hope for the future. By bringing together the dedication of community members and the generosity of philanthropic partners, we work to be a center for progress and a catalyst for change.
Concourse Financial Group
We offer an innovative approach to holistic insurance and financial planning support for growth-oriented financial professionals like you. We bring the right experts, products, and services together to take your business to the next level.
Dentons Sirote
As a full-service law firm, Dentons Sirote has a team of more than 80 committed and talented lawyers who collaborate across offices and practices to deliver superior outcomes and solutions to clients from diverse industries in connection with matters ranging from corporate transactions, health care, real estate, banking and finance, government contracts and commercial litigation to labor and employment, white collar and government investigations, tax planning, tax controversies and trust and estate planning and administration. Dentons Sirote puts its clients’ interests first—with accessible and approachable counselors dedicated to meeting goals, protecting business assets and safeguarding personal wealth.
Regions Private Wealth Management
For high-net worth individuals and families looking for personalized financial knowledge, Regions Private Wealth Management provides a Wealth Advisor supported by a team of experienced professionals.
