Continued Growth at Truxton Wealth Leads to Advisor Promotions
Truxton (TRUX) has announced key promotions within its Wealth Management division. Buck Patton has been elevated to Senior Vice President, Wealth Advisor, following his significant contributions since joining in 2018. As a CFP® and CPWA® holder, Patton has demonstrated expertise in serving individual clients, families, non-profits, and partnerships.
Brandt Warner, who joined in 2024, has been promoted to Vice President, Wealth Advisor. Warner, a licensed attorney and CFP® professional, has been recognized for his strategic thinking and technical expertise in serving high-net-worth families.
Truxton (TRUX) ha annunciato importanti promozioni all'interno della sua divisione di Gestione Patrimoniale. Buck Patton è stato promosso a Senior Vice President, Wealth Advisor, grazie ai suoi significativi contributi dal suo ingresso nel 2018. In qualità di CFP® e CPWA®, Patton ha dimostrato competenza nel servizio a clienti individuali, famiglie, organizzazioni non profit e partnership.
Brandt Warner, entrato a far parte dell'azienda nel 2024, è stato promosso a Vice President, Wealth Advisor. Warner, avvocato abilitato e professionista CFP®, è stato riconosciuto per il suo pensiero strategico e la sua competenza tecnica nel supportare famiglie con un elevato patrimonio.
Truxton (TRUX) ha anunciado promociones clave dentro de su división de Gestión de Patrimonios. Buck Patton ha sido ascendido a Vicepresidente Senior, Asesor de Patrimonio, tras sus importantes aportes desde que se unió en 2018. Como titular de CFP® y CPWA®, Patton ha demostrado experiencia atendiendo a clientes individuales, familias, organizaciones sin fines de lucro y asociaciones.
Brandt Warner, quien se incorporó en 2024, ha sido promovido a Vicepresidente, Asesor de Patrimonio. Warner, abogado licenciado y profesional CFP®, ha sido reconocido por su pensamiento estratégico y experiencia técnica en la atención a familias con alto patrimonio.
Truxton (TRUX)� 자산 관� 부� � 주요 승진� 발표했습니다. Buck Patton은 2018� 입사 이후 중요� 기여� 인정받아 선임 부사장(Senior Vice President), 자산 관� 고문(Wealth Advisor)으로 승진했습니다. CFP® � CPWA® 자격� 보유� Patton은 개인 고객, 가�, 비영� 단체 � 파트너십� 대� 전문성을 입증했습니다.
Brandt Warner� 2024년에 합류하여 부사장(Vice President), 자산 관� 고문으로 승진했습니다. 변호사 자격� CFP® 전문 자격� 가� Warner� 고액 자산가족을 위한 전략� 사고와 기술� 전문성으� 인정받고 있습니다.
Truxton (TRUX) a annoncé des promotions clés au sein de sa division Gestion de Patrimoine. Buck Patton a été promu Senior Vice President, Conseiller en Gestion de Patrimoine, suite à ses contributions significatives depuis son arrivée en 2018. Titulaire des certifications CFP® et CPWA®, Patton a démontré son expertise auprès de clients individuels, familles, organisations à but non lucratif et partenariats.
Brandt Warner, qui a rejoint l'entreprise en 2024, a été promu Vice President, Conseiller en Gestion de Patrimoine. Warner, avocat diplômé et professionnel CFP®, a été reconnu pour sa pensée stratégique et son expertise technique au service de familles fortunées.
Truxton (TRUX) hat wichtige Beförderungen in seiner Vermögensverwaltungsabteilung bekannt gegeben. Buck Patton wurde zum Senior Vice President, Wealth Advisor, befördert, nachdem er seit seinem Eintritt im Jahr 2018 bedeutende Beiträge geleistet hat. Als Inhaber der Zertifikate CFP® und CPWA® hat Patton Fachwissen in der Betreuung von Privatkunden, Familien, gemeinnützigen Organisationen und Partnerschaften bewiesen.
Brandt Warner, der 2024 zum Unternehmen stieß, wurde zum Vice President, Wealth Advisor, befördert. Warner, ein zugelassener Anwalt und CFP®-Fachmann, wurde für sein strategisches Denken und seine technische Expertise bei der Betreuung von vermögenden Familien anerkannt.
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NASHVILLE, Tenn., July 09, 2025 (GLOBE NEWSWIRE) -- Truxton is pleased to announce that Buck Patton, CFP®, CPWA® has been promoted to the role of Senior Vice President, Wealth Advisor and Brandt Warner, JD, CFP® has been elevated to the role of Vice President, Wealth Advisor.
Since joining Truxton in 2018, Mr. Patton has served in a range of key roles including Portfolio Analyst, Financial Advisor, and Associate Wealth Advisor. His well-rounded experience, working with individual clients, families, non-profit boards, and partnerships, has made a significant impact on both Truxton’s clients and business. He has played a critical role in refining processes, leading complex client initiatives, and coordinating seamlessly with other advisors to deliver comprehensive wealth strategies. Buck continues to elevate his work for the benefit of Truxton’s clients and team, earning certifications as a CERTIFIED FINANCIAL PLANNER� professional and Certified Private Wealth Advisor® practitioner.
“Buck has made a lasting impact since joining Truxton in 2018,� said Drew Mallory, Senior Managing Director and Chief Fiduciary Officer. “He’s a true team player, a lifelong learner, and a trusted advisor whose clients genuinely enjoy working with him.�
Mr. Warner joined Truxton Wealth in 2024 as an Assistant Vice President, Wealth Advisor, and has quickly become a key contributor. Known for his strategic thinking, technical expertise, and client-first mindset, Brandt has enhanced internal operations, tackled complexity with ease, and quickly built trust among clients and colleagues. A licensed attorney and CERTIFIED FINANCIAL PLANNER� professional, Brandt earned his J.D. cum laude from the University of Tennessee College of Law with a concentration in Business Transactions.
“Brandt quickly became a major contributor to the Truxton Wealth team,� said Drew Mallory. “He has improved core processes and brings a strategic mindset to helping high-net-worth families move forward on important initiatives. We’re excited to see his continued growth at Truxton.�
About Truxton
Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests. Serving clients across the world, Truxton’s vastly experienced team of professionals provides customized solutions to its clients� complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCID: TRUX). For more information, visit truxtontrust.com.
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