Daniel Bellet Joins Truxton Wealth Management Team
Truxton Trust Company has appointed Daniel J. Bellet as Associate Wealth Advisor in its Wealth Management Services. Bringing extensive experience in investment, risk management, and estate planning, Bellet holds the CERTIFIED FINANCIAL PLANNER™ and CERTIFIED PLAN FIDUCIARY ADVISOR™ designations. His academic qualifications include a Bachelor’s in Finance from Hillsdale College. Senior management lauded his commitment to client service. Founded in 2004, Truxton Trust provides tailored banking and wealth management solutions for affluent clients globally. It operates under Truxton Corporation (OTCPK: TRUX).
- Daniel J. Bellet joins as Associate Wealth Advisor, enhancing the team’s expertise.
- Bellet’s credentials include CFP and CPFA designations, indicating a high level of professionalism.
- Statements from senior management highlight Bellet’s commitment to client service and the firm's high standards in wealth management.
- None.
NASHVILLE, Tenn., March 10, 2022 (GLOBE NEWSWIRE) -- Truxton Trust Company announced that Daniel J. Bellet, CFP®, CPFA®, has joined the firm as Associate Wealth Advisor, Wealth Management Services.
Mr. Bellet brings his considerable experience in serving families in matters of investment and risk management and estate and business planning to the Truxton team. 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 acumen is impressive. His commitment to serving clients even more so,” 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 laser 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 for wealthy individuals, their families and their business interests. Serving clients across the world, Truxton’s vastly experienced team of professionals provides customized solutions to its clients’ complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton Trust upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX). For more information, visit truxtontrust.com.
| Media Relations | Investor Relations |
| Tamara Schoeplein | Andrew May |
| 615-515-1714 | 615-515-1707 |
| tamara.schoeplein@truxtontrust.com | andrew.may@truxtontrust.com |
FAQ
Who is Daniel J. Bellet at Truxton Trust?
What qualifications does Daniel Bellet have?
What services does Truxton Trust provide?
When was Truxton Trust founded?
What is the stock symbol for Truxton Corporation?
