Exciting New Roles at Truxton:
In the ever-evolving world of wealth management, change is a constant companion. At Truxton, we’re thrilled to announce some exciting new roles that will undoubtedly strengthen our team and enhance the client experience.
Promoting Susan Ney to Senior Vice President, Senior Wealth Advisor:
First up, we’d like to extend a hearty congratulations to Susan Ney on her well-deserved promotion to Senior Vice President, Senior Wealth Advisor. Susan has been an invaluable member of our team for many years, and her dedication, expertise, and commitment to our clients have not gone unnoticed.
As a Certified Trust and Financial Advisor (CTFA), Susan has demonstrated an exceptional ability to provide comprehensive wealth management solutions tailored to each client’s unique needs. With her extensive knowledge and experience, she’ll continue to lead our team in delivering top-notch service and guiding our clients towards financial success.
Welcoming Laura Frith as Associate Wealth Advisor:
Another exciting addition to our team is Laura Frith, who has been promoted to Associate Wealth Advisor. Laura has shown exceptional growth and dedication since joining Truxton. Her passion for helping clients achieve their financial goals and her meticulous attention to detail make her an invaluable asset to our team.
As an Associate Wealth Advisor, Laura will work closely with our Senior Wealth Advisors to provide personalized financial advice and solutions to our clients. Her fresh perspective and innovative ideas will undoubtedly contribute to our continued success.
What Does This Mean for You?
With these new roles, our team is stronger than ever, ready to help you navigate the complex world of wealth management. You can expect the same high-quality, personalized service you’ve come to know from Truxton, but with even more expertise and insight at your disposal.
- Enhanced financial planning and investment strategies
- Expert guidance on trusts and estate planning
- Proactive communication and ongoing support
And the World?
While we can’t speak for the world as a whole, we believe that our commitment to providing exceptional wealth management services will continue to resonate with clients both locally and globally. With a team of dedicated professionals like Susan and Laura, we’re confident that we’ll continue to make a positive impact on the lives of our clients and their families.
In Conclusion:
Change is a part of life, and at Truxton, we embrace it as an opportunity to grow and improve. With Susan Ney’s promotion to Senior Vice President, Senior Wealth Advisor, and Laura Frith’s new role as Associate Wealth Advisor, we’re excited to enter this new chapter with a stronger, more knowledgeable team. We’re committed to continuing to provide you with the highest quality of personalized wealth management services, and we can’t wait to see what the future holds.
