Kevin S. Brodrick, CTFA

Group Vice President, Senior Wealth Advisor

Kevin Brodrick serves as Group Vice President and Senior Wealth Advisor for Truxton Trust Wealth Management Services. He joined Truxton in 2014 to establish and manage the Northeast Georgia office located in Athens, Georgia. In his role, Mr. Brodrick is primarily 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. He has a broad background in the financial services, insurance, and trust and estate industry that makes him uniquely qualified to handle (comprehensive or complex) client needs, consultative wealth management and estate planning, and the implementation of wealth management and investment management solutions. He has over 18 years of industry experience including managing a local wealth management and financial services department and serving as a vice president and financial consultant and trust officer at SunTrust Bank.

Mr. Brodrick earned his Bachelor of Science in finance from Berry College in Rome, Georgia. He is a licensed insurance agent and holds the FINRA Series 7 and 63 registrations. He serves on the Berry College Planned Giving Board and is a member of the Athens Area Executive Leadership Committee for the American Cancer Society.

Contact

706-546-0748

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