Taylor A. Whitt, CFP®

Associate Wealth Advisor

Taylor Whitt 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 as a Financial Advisor in 2018, Mr. Whitt was the Director of Financial Planning for a MassMutual company, Wellness Financial Advisors. In this role, he was responsible for overseeing investment strategies, life insurance design, and coordinating the financial planning process with high income medical practitioners.

Mr. Whitt earned his Bachelor of Science in business administration from Biola University, where he graduated cum laude. He holds the CERTIFIED FINANCIAL PLANNER™ professional designation, reinforcing his advocacy for financial literacy and ardency to help others be good stewards with their wealth. He also holds the FINRA Series 7 and Series 66 registrations, and the Tennessee Life and Health Insurance license. Mr. Whitt is an active member of the Financial Planning Association.

Contact

615-515-1755

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