Daniel J. Bellet, CFP®, CPFA®
Associate Wealth Advisor
Daniel Bellet serves as an Associate Wealth Advisor for Truxton Trust Wealth Management Services. 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 Trust. Prior to joining Truxton Trust, 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. He holds the CERTIFIED FINANCIAL PLANNER™ and CERTIFIED PLAN FIDUCIARY ADVISOR™ professional designations.