The Truxton Team
Truxton’s vastly experienced team of professionals provides customized solutions to its clients’ complex financial needs. Since our founding in 2004, our team has grown from a core team of twelve employees to over 70 employees and has become one of the top-performing banks in the U.S., guided by integrity and a commitment to excellence.
Since inception, in everything that we do, we adhere to this singular guiding principle: Do The Right Thing.
Truxton Wealth
Daniel J. Bellet, CFP®
Vice President, Wealth Advisor,
Truxton Wealth
Truxton Wealth
Kevin S. Brodrick, CTFA
Managing Director,
Senior Wealth Advisor, Truxton Wealth
Senior Wealth Advisor, Truxton Wealth
William Brown
Senior Portfolio Analyst & Trader,
Truxton Wealth
Truxton Wealth
M. Shannon Buckner, CFP®, CTFA
Senior Vice President,
Senior Wealth Advisor, Truxton Wealth
Senior Wealth Advisor, Truxton Wealth
Samuel F. Carden, CFA, CAIA
Vice President, Portfolio Manager, Truxton Wealth ▪
Vice President, Truxton Capital
Vice President, Truxton Capital
Beverly H. Conley
SVP, Client Experience & Investment
Operations Manager, Truxton Wealth
Operations Manager, Truxton Wealth
W. Spence Dabbs, JD
Managing Director,
Senior Wealth Advisor, Truxton Wealth
Senior Wealth Advisor, Truxton Wealth
Megan Danko
Wealth Associate,
Truxton Wealth
Truxton Wealth
Peter E. Deming, CPA
SVP, Senior Wealth & Tax Strategist, Truxton Wealth ▪
Managing Director, Truxton Capital
Managing Director, Truxton Capital
Kayla K. Dixon
Wealth Operations Specialist,
Truxton Wealth
Truxton Wealth
Edmond “Brad” Dunlavy, CPA
SVP, Senior Tax & Estate Strategist,
Truxton Wealth
Truxton Wealth
Laura Frith
Wealth Associate,
Truxton Wealth
Truxton Wealth
Pam Gardiner, CTFA
SVP, Trust Operations Officer,
Truxton Wealth
Truxton Wealth
John Gleason, CPA
Associate Wealth Advisor,
Truxton Wealth
Truxton Wealth
Denise D. Hendrick
SVP, Senior Wealth Advisor,
Truxton Wealth
Truxton Wealth
Jodie Hunnicutt
Wealth Associate,
Truxton Wealth
Truxton Wealth
Miles Kirkland, CFA
Managing Director, Portfolio Manager,
Truxton Wealth
Truxton Wealth
Patricia Love, CFA
Senior Vice President,
Portfolio Manager, Truxton Wealth
Portfolio Manager, Truxton Wealth
Andrew “Drew” J. Mallory, CFA
Senior Managing Director,
Chief Fiduciary Officer, Truxton Wealth
Chief Fiduciary Officer, Truxton Wealth
Tia Marrano, CTFA
Assistant Vice President, Wealth Advisor,
Truxton Wealth
Truxton Wealth
Susan R. Ney, CTFA
Vice President, Wealth Advisor,
Truxton Wealth
Truxton Wealth
Buck Patton, CFP®, CPWA®
Vice President, Wealth Advisor,
Truxton Wealth
Truxton Wealth
Steve Pelmore Jr., CPA
Vice President, Tax Strategist,
Truxton Wealth
Truxton Wealth
Garrett Rudolph
Portfolio Analyst, Truxton Wealth
Samuel G. Scott, CFA
Vice President, Truxton Capital ▪
Vice President, Portfolio Manager, Truxton Wealth
Vice President, Portfolio Manager, Truxton Wealth
Catherine Street, CPA
Associate Portfolio Manager,
Truxton Wealth
Truxton Wealth
Charles M. Vance II, JD
Vice President, Wealth Advisor, Truxton Wealth
Director of Security
Director of Security
Jennifer Verbrigghe, CTFA, CFP®
Senior Vice President, Wealth Advisor, Truxton Wealth
C. Brandt Warner, JD, CFP®
Assistant Vice President,
Wealth Advisor, Truxton Wealth
Wealth Advisor, Truxton Wealth