NASHVILLE, Tennessee, March 10, 2022 (GLOBE NEWSWIRE) — Truxton Trust Company announced that Daniel J. Bellet, CFP®CPFA®joined the firm as Associate Wealth Management Advisor, Wealth Management Services.
Mr. Bellet brings to the Truxton team his extensive experience serving families in investment and risk management, estate and business planning. His qualifications are further evidenced by the CERTIFIED FINANCIAL PLANNER™ and CERTIFIED PLAN FIDUCIARY ADVISOR™ designations. His academic background includes a Bachelor of Science in Finance from Hillsdale College.
“Daniel’s insight is impressive. Even more so is his commitment to serving clients,” said Spence Dabbs, Senior Vice President and Senior Wealth Advisor. “Daniel is a great addition to the best team in our industry. We are very excited to have him join our group of thought leaders who are focused on doing the right thing for the families we serve,” said Drew Mallory, Managing Director, Wealth Management Services.
About Truxton Trust
Truxton Trust Company is a provider of private banking, wealth management, trust and family office services to high net worth individuals, their families and their business interests. Serving clients around the world, Truxton’s team of highly experienced professionals provide customized solutions to the complex financial needs of its clients. Founded in 2004 in Nashville, Tennessee, Truxton Trust maintains its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of the financial holding company Truxton Corporation (OTCPK: TRUX). For more information, visit http://truxtontrust.com.