Beverly H. Conley

SVP, Client Experience & Investment Operations Manager, Truxton Wealth

Beverly Conley is Senior Vice President and Client Experience & Investment Operations Manager for Truxton Wealth. She is also a member of Truxton’s Investment Management Committee. She oversees the implementation, management and maintenance of our technology partners; manages all trading, broker relationships, and the processes involved and supervises investment-related internal operations. She is integral in advancing our processes, professionalism and output of our work. She joined Truxton in 2004, its opening year, as Wealth Management Specialist, before transitioning to her investment management role.

Prior to joining Truxton, Ms. Conley worked as a research associate with Powell Johnson and a financial advisor associate at Morgan Stanley. Ms. Conley received her Bachelor of Arts in Economics from The University of the South. She currently serves on the Board of Trustees at the Oak Hill School.