Truxton Wealth Strengthens Advisory Team with Key Promotions
Truxton Wealth has announced two key promotions within its advisory team. Susan Ney, CTFA, who joined the company in 2014, has been elevated to Senior Vice President, Senior Wealth Advisor. She specializes in monitoring investment strategies, trust and estate administration, tax planning, and retirement planning. Ney holds the Certified Trust and Financial Advisor designation and is a member of the Middle Tennessee Estate Planning Council.
Laura Frith, who joined Truxton in 2024, has been promoted from Wealth Associate to Associate Wealth Advisor. In her new role, she will focus on trust and estate administration, tax planning, retirement planning, and coordinating with professional advisors.
Truxton Wealth ha annunciato due importanti promozioni all'interno del suo team di consulenza. Susan Ney, CTFA, che è entrata a far parte dell'azienda nel 2014, è stata promossa a Vicepresidente Senior, Consulente Patrimoniale Senior. Si specializza nel monitoraggio delle strategie di investimento, nella gestione di trust e successioni, nella pianificazione fiscale e nella pianificazione della pensione. Ney possiede la qualifica di Consulente Certificato di Trust e Finanza ed è membro del Middle Tennessee Estate Planning Council.
Laura Frith, che è entrata in Truxton nel 2024, è stata promossa da Associato Patrimoniale a Consulente Patrimoniale Associato. Nel suo nuovo ruolo, si concentrerà sulla gestione di trust e successioni, sulla pianificazione fiscale, sulla pianificazione della pensione e sul coordinamento con i consulenti professionali.
Truxton Wealth ha anunciado dos promociones clave dentro de su equipo de asesoría. Susan Ney, CTFA, quien se unió a la empresa en 2014, ha sido ascendida a Vicepresidenta Senior, Asesora Patrimonial Senior. Se especializa en el monitoreo de estrategias de inversión, administración de fideicomisos y sucesiones, planificación fiscal y planificación de jubilación. Ney tiene la designación de Asesora Certificada de Fideicomisos y Finanzas y es miembro del Middle Tennessee Estate Planning Council.
Laura Frith, quien se unió a Truxton en 2024, ha sido promovida de Asociada Patrimonial a Asesora Patrimonial Asociada. En su nuevo rol, se enfocará en la administración de fideicomisos y sucesiones, planificación fiscal, planificación de jubilación y coordinación con asesores profesionales.
Truxton Wealth는 자문팀 내 두 가지 주요 승진을 발표했습니다. Susan Ney, CTFA는 2014년에 회사에 합류했으며, 수석 부사장, 수석 자산 고문으로 승진했습니다. 그녀는 투자 전략 모니터링, 신탁 및 유산 관리, 세금 계획 및 은퇴 계획을 전문으로 합니다. Ney는 공인 신탁 및 재무 고문 자격을 보유하고 있으며, 미들 테네시 유산 계획 위원회의 회원입니다.
Laura Frith는 2024년에 Truxton에 합류했으며, 자산 협회에서 협회 자산 고문으로 승진했습니다. 그녀는 새로운 역할에서 신탁 및 유산 관리, 세금 계획, 은퇴 계획 및 전문 고문과의 조정에 집중할 것입니다.
Truxton Wealth a annoncé deux promotions clés au sein de son équipe de conseil. Susan Ney, CTFA, qui a rejoint l'entreprise en 2014, a été promue au poste de Vice-présidente senior, Conseillère patrimoniale senior. Elle se spécialise dans le suivi des stratégies d'investissement, l'administration des fiducies et des successions, la planification fiscale et la planification de la retraite. Ney détient la désignation de Conseillère certifiée en fiducie et en finances et est membre du Middle Tennessee Estate Planning Council.
Laura Frith, qui a rejoint Truxton en 2024, a été promue de l'Associée patrimoniale au poste de Conseillère patrimoniale associée. Dans son nouveau rôle, elle se concentrera sur l'administration des fiducies et des successions, la planification fiscale, la planification de la retraite et la coordination avec des conseillers professionnels.
Truxton Wealth hat zwei wichtige Beförderungen innerhalb seines Beratungsteams bekannt gegeben. Susan Ney, CTFA, die 2014 zum Unternehmen kam, wurde zur Senior Vice President, Senior Wealth Advisor befördert. Sie ist spezialisiert auf die Überwachung von Anlagestrategien, die Verwaltung von Trusts und Nachlässen, die Steuerplanung und die Altersvorsorge. Ney trägt die Bezeichnung Certified Trust and Financial Advisor und ist Mitglied des Middle Tennessee Estate Planning Council.
Laura Frith, die 2024 zu Truxton kam, wurde von Wealth Associate zur Associate Wealth Advisor befördert. In ihrer neuen Rolle wird sie sich auf die Verwaltung von Trusts und Nachlässen, die Steuerplanung, die Altersvorsorge und die Koordination mit professionellen Beratern konzentrieren.
- Strategic strengthening of wealth management leadership team
- Internal promotion showing strong talent retention and development
- Addition of certified professional (CTFA) to senior leadership
- None.
NASHVILLE, Tenn., March 26, 2025 (GLOBE NEWSWIRE) -- Truxton is pleased to announce that Susan Ney, CTFA has been promoted to the role of Senior Vice President, Senior Wealth Advisor and Laura Frith has been promoted to the role of Associate Wealth Advisor.
Ms. Ney joined Truxton in 2014 as a Wealth Management Specialist, supporting the entire wealth management team and its clients, until 2018 when she became a Wealth Advisor. She is responsible for monitoring clients’ investment strategies, trust and estate administration, tax, estate, and retirement planning, and coordinating efforts of other professional advisors both internal and external to Truxton. She also holds the Certified Trust and Financial Advisor (CTFA) designation and is a member of the Middle Tennessee Estate Planning Council.
“Susan’s promotion reflects her strong professional aptitude, intense energy, and passion for driving improved client outcomes,” said Drew Mallory, CFA, Senior Managing Director and Chief Fiduciary Officer. “Susan has set a very high standard for delivering Truxton’s value proposition to our clients with sophisticated needs. Her dedication and commitment to our clients is remarkable.”
Mrs. Frith joined Truxton in 2024 as a Wealth Associate, where she supported the wealth management team and served as a liaison between clients and wealth advisors. In her new role as Associate Wealth Advisor, she will assist in trust and estate administration, tax, estate, and retirement planning, and coordinating efforts of other professional advisors both internal and external to Truxton.
“Laura is an exceptional professional, excelling in advanced wealth planning and managing client relationships,” said Spence Dabbs, JD, Managing Director and Senior Wealth Advisor. “Her dedication and skills enhance our team's ability to deliver bespoke advisory solutions. We have high confidence in her continued success.”
About Truxton
Truxton is a premier provider of wealth, banking, 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 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.
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| Austin Branstetter | Swan Burrus |
| 615-250-0783 | 615-250-0773 |
| austin.branstetter@truxtontrust.com | swan.burrus@truxtontrust.com |
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