Daniel Bellet is a Vice President and Wealth Advisor for Truxton Wealth. He 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. Prior to joining Truxton, Mr. Bellet served as a Financial Advisor helping families and business-owners with investment management, estate planning, and corporate continuity planning.
Mr. Bellet earned a Bachelor of Science in Finance from Hillsdale College and is currently pursuing his Juris Doctor Degree at The Nashville School of Law. He holds the CERTIFIED FINANCIAL PLANNER™ professional designation.
