The Truxton Team
Truxton’s vastly experienced team of professionals provides customized solutions to our clients’ complex financial needs. Since our founding in 2004, our team has grown from a core team of twelve employees to over 70 employees and has become one of the top-performing banks in the U.S., guided by integrity and a commitment to excellence.
Since inception, in everything that we do, we adhere to this singular guiding principle: Do The Right Thing.
Truxton Wealth

Daniel J. Bellet, CFP®
Vice President, Wealth Advisor,
Truxton Wealth
Truxton Wealth

Kevin S. Brodrick, CTFA
Managing Director,
Senior Wealth Advisor, Truxton Wealth
Senior Wealth Advisor, Truxton Wealth

William Brown
Senior Portfolio Analyst & Trader,
Truxton Wealth
Truxton Wealth

M. Shannon Buckner, CFP®, CTFA
Senior Vice President,
Senior Wealth Advisor, Truxton Wealth
Senior Wealth Advisor, Truxton Wealth
Erin Byrum, JD
Assistant Vice President,
Wealth Advisor, Truxton Wealth
Wealth Advisor, Truxton Wealth

Samuel F. Carden, CFA, CAIA
Vice President, Portfolio Manager, Truxton Wealth ▪
Vice President, Truxton Capital
Vice President, Truxton Capital

Beverly H. Conley
SVP, Client Experience & Investment
Operations Manager, Truxton Wealth
Operations Manager, Truxton Wealth

W. Spence Dabbs, JD
Managing Director,
Senior Wealth Advisor, Truxton Wealth
Senior Wealth Advisor, Truxton Wealth

Megan Danko
Wealth Associate,
Truxton Wealth
Truxton Wealth

Peter E. Deming, CPA
SVP, Senior Wealth & Tax Strategist, Truxton Wealth ▪
Managing Director, Truxton Capital
Managing Director, Truxton Capital

Kayla K. Dixon
Wealth Operations Specialist,
Truxton Wealth
Truxton Wealth

Edmond “Brad” Dunlavy, CPA
SVP, Senior Tax & Estate Strategist,
Truxton Wealth
Truxton Wealth

Laura Frith
Associate Wealth Advisor,
Truxton Wealth
Truxton Wealth

Pam Gardiner, CTFA
SVP, Trust Operations Officer,
Truxton Wealth
Truxton Wealth

Denise D. Hendrick
SVP, Senior Wealth Advisor,
Truxton Wealth
Truxton Wealth

Jodie Hunnicutt
Wealth Associate,
Truxton Wealth
Truxton Wealth

Miles Kirkland, CFA
Managing Director, Portfolio Manager,
Truxton Wealth
Truxton Wealth

Patricia Love, CFA
Senior Vice President,
Portfolio Manager, Truxton Wealth
Portfolio Manager, Truxton Wealth

Andrew “Drew” J. Mallory, CFA
Senior Managing Director,
Chief Fiduciary Officer, Truxton Wealth
Chief Fiduciary Officer, Truxton Wealth

Tia Marrano, CTFA
Assistant Vice President, Wealth Advisor,
Truxton Wealth
Truxton Wealth

Susan R. Ney, CTFA
Senior Vice President & Senior Wealth Advisor,
Truxton Wealth
Truxton Wealth

Buck Patton, CFP®, CPWA®
Vice President, Wealth Advisor,
Truxton Wealth
Truxton Wealth

Steve Pelmore Jr., CPA
Vice President, Tax Strategist,
Truxton Wealth
Truxton Wealth

Garrett Rudolph
Portfolio Analyst, Truxton Wealth

Samuel G. Scott, CFA
Vice President, Truxton Capital ▪
Vice President, Portfolio Manager, Truxton Wealth
Vice President, Portfolio Manager, Truxton Wealth

Catherine Street, CPA
Associate Portfolio Manager,
Truxton Wealth
Truxton Wealth

Charles M. Vance II, JD
Vice President, Wealth Advisor, Truxton Wealth
Director of Security
Director of Security

Jennifer Verbrigghe, CTFA, CFP®
Senior Vice President, Wealth Advisor, Truxton Wealth

C. Brandt Warner, JD, CFP®
Assistant Vice President,
Wealth Advisor, Truxton Wealth
Wealth Advisor, Truxton Wealth