Truxton

The Truxton Wealth team is continuing to grow! We’re looking for talented wealth management professionals to join our Nashville team. OPEN POSITIONS: Portfolio Manager - The Portfolio Manager has dual and integrated responsibilities within Truxton Wealth services: constructing and modifying the Truxton investment program and delivering thoughtful client-specific investment management. Wealth Associate – The Wealth Associate serves as the facilitator of the client experience, delivering personalized client communications and working closely with Wealth team members to support client project management. Operations Associate – The Operations Associate is responsible for executing of operational tasks and refining processes in support of the Truxton Wealth team, while maintaining compliance with fiduciary and regulatory standards. #Hiring #WealthManagement #InvestmentManagement #Operations #CareerOpportunity #TruxtonWealth

Top-ranked banking and wealth management firm with growth opportunities. Truxton is Hiring – Credit Officer | Nashville, TN Join our team as a Credit Officer, working closely with senior leadership to underwrite and approve credit requests, enhance portfolio reporting, and drive process improvements. What We’re Looking For: ? 10+ years in bank credit, loan review, or accounting ? Strong analytical, underwriting, and problem-solving skills ? Proficiency in Microsoft Excel & financial systems ? Experience in banking industry preferred ? Bachelor’s in Finance, Accounting, or Economics ?Why Truxton? ? Top-ranked community bank with growth opportunities ? Competitive salary + incentive bonuses ? 401(k) match, medical, dental, vision & more ? Apply Now: https://lnkd.in/ej25Yzkx #Hiring #FinanceJobs #CreditOfficer #BankingCareers #TruxtonTrust #NashvilleJobs

2025 is off to a head-spinning start as investors grapple with the economic and market implications of the recent US election, the future of Artificial Intelligence (AI), and trade tensions. The barrage of news headlines over the last two months is leading to heightened investor anxiety. How do we make sense of the commotion and what does it mean for portfolio positioning? In our latest Markets & Investing piece, Andrew “Drew” J. Mallory helps to separate the substance from the stream of noise in our newsfeeds and provides guidance for portfolio management. Read More: https://lnkd.in/gMb24c53 #TRUX #Truxton #marketsandinvesting

We’re proud to share that Austin Branstetter, CFA has been promoted to Executive Vice President while continuing in his role as Chief Financial Officer at Truxton! Since joining us in 2019, Austin has been instrumental in enhancing our financial performance, managing complex investment strategies, and strengthening Truxton’s position in the industry. His expertise, leadership, and strategic insight continue to drive our success. Beyond Truxton, Austin’s influence in the financial sector extends even further. As President of CFA Society Nashville, he leads the region’s premier association for investment professionals, helping to foster education, networking, and career growth for financial experts across Middle Tennessee. Most recently, he played a key role at the CFA Society Nashville 2025 Annual Forecast Dinner & Charterholder Recognition Event, where industry leaders gathered to discuss the future of financial markets. Please join us in congratulating Austin on this well-earned promotion! His leadership at Truxton and within the broader financial community makes us proud to call him a colleague and a key part of our team.

Truxton Continues to Add Talent and Depth to the Team We are pleased to welcome several outstanding professionals to Truxton over the past two months. As we continue to attract top-tier talent in the finance industry, our commitment to delivering exceptional service remains unwavering. "Truxton is always looking for talented professionals who can enhance the way we serve our clients," said Tom Stumb, CEO and Chairman. "Over the past twenty years, we have been fortunate to build a team of dedicated individuals who are committed to doing the right thing for our clients. We truly believe we have the finest team in the industry." Meet Our Newest Team Members: Steve Pelmore Jr, CPA joins the Wealth team as Vice President, Tax Strategist, and Wealth Advisor. With nearly 20 years of public accounting experience, Steve brings a deep expertise in tax strategy that will benefit our clients. His background includes leadership roles at Blankenship CPA Group, the IRS, and service as a U.S. Army Captain. "Steve is an accomplished tax professional that brings considerable capabilities to Truxton which will meaningfully benefit our clients," said Andrew “Drew” J. Mallory, Senior Managing Director & Chief Fiduciary Officer. "His strong command of income and transfer taxation immediately strengthens our team’s ability to provide strategic tax advice to Ultra High Net Worth families and business owners." Nathan Johnson, MBA Johnson joins the Finance team as an Accountant after five years in finance at the Middle Tennessee School of Anesthesia. He holds an MBA from Regis University and a BBA in Accounting from Southern Adventist University. Keegan Fornoff joins as Office Coordinator, bringing experience in communications and coaching. She holds a BS in Psychology from Southeast Missouri State University, was a four-year Division I Women’s Volleyball Team member, and later earned her MS in Exercise and Sport Psychology from Southern Illinois University Edwardsville. Carson Walter joins the Banking team as a Credit Analyst. Carson holds an MBA from The Citadel and a BS in Business Administration from Birmingham-Southern College. "We are excited to welcome this exceptional group of professionals," said Derrick Jones, President of Truxton. "They bring a wealth of talent, experience, and energy, as well as an unwavering dedication to serving sophisticated clients at the highest level. We look forward to the impact they will have on improving client outcomes and driving our business forward." Please join us in welcoming Steve, Carson, Nathan, and Keegan to the Truxton family! #Truxton #WealthManagement #Finance #TaxStrategy #NewHires #Growth #WelcomeToTheTeam

This morning, Truxton Corporation announced its Q4 and Full Year 2024 #earnings. Highlights include: ?? In 2024, Truxton earnings per share rose to $6.34 from $6.02, a 5% increase from 2023. ?? Net income increased by 5% to $18.4 million at year ended 2024 from $17.5 million in 2023. ?? Truxton Wealth revenue increased by 17% year-over-year. ?? Truxton's Board of Directors approved an?increase to?its indicated regular dividend by 16% to $0.50?per quarter and voted to pay a $1.00 per share special dividend. 2025?is the thirteenth consecutive year with increased indicated regular dividends. See full financials here: https://lnkd.in/gZaNW5cV #TRUX #Truxton

We’re thrilled to announce the launch of Truxton’s new and improved website. Whether you’re accessing online banking, exploring our wealth management solutions, or learning more about Truxton, our new platform is built with you in mind.

While the Fed announced a slower pace of rate cuts than expected, signs of life across the M&A landscape have presented themselves. To learn more about Truxton Capital Advisors or how these topics could impact your business, please reach out to Peter Deming, CPA, Sam Scott, CFA, Philip Skipp, or Sam Carden, CFA, CAIA. #TruxtonCapitalAdvisors #middlemarket

Truxton is pleased to announce that Danielle Barnes has joined its Board of Directors. ? Mrs. Barnes currently serves as CEO/President of the Girl Scouts of Middle Tennessee, serving over 16,000 girls and volunteers across the region. She has a lifelong passion for building strong communities and building leaders, especially women, girls, and the disadvantaged. ? Prior to joining Girl Scouts of Middle Tennessee, she led the U.S. Human Services practice for Ernst & Young, counseling state and local governments across the country and creating innovative and practical solutions and programs for families and vulnerable individuals. Mrs. Barnes previously served as a member of the Governor’s Cabinet as the Commissioner of the Tennessee Department of Human Services. Under two different Governors, she led the operations and strategic direction of the state’s second largest agency responsible for aiding over 2 million vulnerable Tennesseans.

The Health Savings Account (HSA) was created to give ordinary workers a way to accumulate modest funds to meet high deductibles in employer-sponsored health insurance. Like so much else in financial planning, HSAs also create enormous and unintended opportunities for high income people to accumulate wealth and save taxes. In his latest piece, Andrew May describes the history of this situation and how to maximize the benefit. Read More: https://lnkd.in/gxgnyNhi #TRUX #Truxton #HSA