Buck Patton, CFP®, CPWA® Contact Card

Vice President, Wealth Advisor, Truxton Wealth

Buck

Buck Patton serves as the Vice President and Wealth Advisor for Truxton Wealth, where he works with individual clients, families, non-profit boards, and partnerships. His responsibilities include overseeing clients’ investment and withdrawal strategies, trust and estate administration, tax, estate, and retirement planning, and coordinating efforts with other professional advisors both within and outside Truxton. Buck joined Truxton in 2018 as a Portfolio Analyst and has also held positions as a Financial Advisor and Associate Wealth Advisor. Prior to his tenure at Truxton, he worked at UBS.

Mr. Patton holds a Bachelor of Business Administration in Finance and Risk Management and Insurance from The University of Georgia. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor® practitioner. Buck is an active member of the Financial Planning Association of Middle Tennessee, where he currently serves as the membership chair, and the Middle Tennessee Estate Planning Council. Additionally, he serves on the Associate Board for Gilda’s Club Middle Tennessee, mentors for Preston Taylor Ministries, and is a former steering committee member of the Iris Ball of Nashville. He has also been involved with the Terry College of Business Young Alumni Board, holding various committee chair positions, and was part of the Leadership Dawgs Class of 2023 through the University of Georgia’s Institute for Leadership Advancement, where he earned a Professional Certificate in Personal and Organizational Leadership.

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