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Continued Growth at Truxton Wealth Leads to Advisor Promotions
Globenewswire· 2025-07-09 18:12
Core Insights - Truxton has announced the promotion of Buck Patton to Senior Vice President, Wealth Advisor, and Brandt Warner to Vice President, Wealth Advisor [1] Group 1: Promotions and Roles - Buck Patton has been with Truxton since 2018, serving in various roles including Portfolio Analyst and Financial Advisor, and has significantly impacted the firm and its clients [2] - Brandt Warner joined Truxton in 2024 as an Assistant Vice President, Wealth Advisor, and has quickly become a key contributor known for his strategic thinking and technical expertise [3][4] Group 2: Contributions and Impact - Buck Patton has refined processes and led complex client initiatives, earning certifications as a CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor [2] - Brandt Warner has improved core processes and has a client-first mindset, enhancing internal operations and building trust among clients [3][4] Group 3: Company Overview - Truxton is a premier provider of wealth, banking, and family office services, founded in 2004 in Nashville, Tennessee, and focuses on customized solutions for complex financial needs [4]
Truxton Elevates Banking Team Leaders in Recent Promotions
Globenewswire· 2025-06-05 17:26
NASHVILLE, Tenn., June 05, 2025 (GLOBE NEWSWIRE) -- Truxton is pleased to announce the promotion of several distinguished members of its team, recognizing their outstanding contributions to the Truxton Banking team’s continued growth and success. Lindsey Heird, Lizzie McKeand, and William Benson have each been promoted to Senior Vice President, Truxton Banking. These veteran bankers have demonstrated exceptional leadership, deep industry expertise, and a continued dedication to the firm’s mission of deliver ...