Beverly H. Conley

Senior Vice President, Client Experience & Investment Operations Manager

Beverly Conley is Senior Vice President and Client Experience & Investment Operations Manager for Truxton Trust Wealth Management Services. She is also a member of Truxton’s Wealth Management Investment Management Committee. She is integral in the development and execution of operational initiatives associated with investments. Her primary responsibility is investment account management including equity model implementation, account rebalancing, gain/loss harvesting, managing client restrictions, investing client cash flows, and liquidating investments to meet client withdrawal demands. She joined Truxton Trust in 2004, its opening year, as Wealth Management Specialist, before transitioning to her investment operations 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 is a licensed insurance agent. She is currently Treasurer of the Oak Hill Parents Association Board and also actively involved with St. George’s Episcopal Church.



Send Email