Susan Ney serves as Vice President and Wealth Advisor for Truxton Wealth. 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. Ms. Ney joined Truxton in 2014 as Wealth Management Specialist, supporting the entire wealth management team and its clients, until 2018 when she became Wealth Advisor. Previously, Ms. Ney enjoyed a 25-year career in residential mortgage lending, where she served in several capacities, on both the consumer and business-to- business sides of the industry.
Ms. Ney earned her Bachelor of Arts from Lipscomb University and Associate of Arts from St. Petersburg College. She also holds the Certified Trust and Financial Advisor (CTFA) designation. She is a member of the Middle Tennessee Estate Planning Council.
Ms. Ney served for ten years on the board of St. Mary Villa Child Development Center, including serving two years as Board President. She also enjoys regularly volunteering for Habitat for Humanity and the Special Olympics.
