The latest moves, appointments and personnel changes in North American wealth management.

Argent Financial Group
Argent Financial Group has added Keating Lowery (pictured below) as senior vice president and relationship manager at Argent Trust Company in Memphis. 

Keating Lowery

Lowery has 15 years of trust administration experience, including the past decade as a trust relationship manager at First Horizon Bank. She specializes in estate planning, tax compliance, investment management, and client relations.

In her role, Lowery will be based in Memphis and report to regional manager Brooks Company. Lowery attended Mississippi College School of Law in Jackson, where she earned her juris doctor. She practiced law for seven years and transitioned to a career in trust administration. She is also a Certified Trust and Fiduciary Advisor. Lowery is a member of the Memphis Bar Association and serves on the Estate Planning Council of Memphis. 

Argent, which is responsible for more than $85 billion in client assets, was formed in 1990 in Ruston, Louisiana.

Pepin Family Office
Newly-created Pepin Family Office, formed by Tampa Bay businessman and philanthropist Tom Pepin, has named Tom Lee as its chief executive, media reports said.

Lee served in the Florida Senate as a Republican for 18 years across two separate terms, first from 1996 to 2006 and again from 2012 to 2020 (source: Florida Politics, January 21, and The Business Journals).

Reports said Lee will work with Pepin’s daughter, Tina Pepin, the executive director of the nonprofit Pepin Family Foundation, whose legacy includes the Pepin Heart Institute, Pepin Academies and efforts to support the mental health and wellness of first responders.

Tom Pepin is the former CEO of Pepin Distributing, an alcoholic beverage distribution company founded by his father, Art Pepin, the Baltimore-based private equity firm Redwood Capital Investments acquired in 2021.