Even for relatively wealthy people, Social Security will be a large portion of retirement income. Yet, most Americans have almost no insight into the amount and structure of their future benefits. In our latest commentary, Andrew May helps to paint a clearer picture of what your retirement benefits might look like. Read More: https://lnkd.in/gNxg34QG #TRUX #Truxton #socialsecurity
Truxton
Financial Services
Nashville, Tennessee 1,522 followers
Wealth ▪ Family Office ▪ Banking
About us
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 (OTCPK: TRUX). Equal Housing Lender | Member FDIC
- Website
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https://www.truxtontrust.com
External link for Truxton
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Nashville, Tennessee
- Type
- Public Company
- Founded
- 2004
- Specialties
- Private Banking, Business Banking, Loans, Treasury Management, Wealth Planning, Investment Management, Family Office Services, Financial Advisory, Wealth Management, Asset Management, Trust Administration, Estate Administration, and Financial Planning
Locations
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Primary
20 Burton Hills Blvd
Suite 200
Nashville, Tennessee 37215, US
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598 South Milledge
Suite 1
Athens, GA 30605, US
Employees at Truxton
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Susan Ney
Vice President & Wealth Advisor at Truxton Trust Company
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Andrew “Drew” J. Mallory
Senior Managing Director & Chief Fiduciary Officer at Truxton Trust
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Jenny Bowers, CAMS, CRCM, CFE
Vice President, BSA Officer at Truxton Trust
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Andrew Ritter
Managing Director Private Banking Truxton Trust
Updates
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Ten years ago, Truxton opened its second office in Athens, GA. Today, we celebrate our continued success and future growth in the Georgia area. Many thanks to Kevin Brodrick and Tia Marrano for their years of hard work!
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With graduation season upon us, many will enter the workforce looking for ways to showcase their strengths to potential employers. In our latest piece, Truxton President Derrick Jones reflects on his time with the U.S. Navy, the importance of leadership, and the value of characteristics that go beyond the “knowledge” one may or may not possess. Read More: https://lnkd.in/gti2bTB6 #TRUX #Truxton #leadership
Graduation, Knowledge, and Leadership
truxtontrust.com
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Private Credit is booming. Where did this growth come from and where are the opportunities in the market? In this piece, Philip Skipp looks at Private Credit in the Lower Middle Market and the role Truxton plays. Read More: https://lnkd.in/gQce4ix2 #TRUX #TruxtonCapitalAdvisors #TCA
On Private Credit
truxtontrust.com
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This morning, Truxton Corporation announced its Q1 2024 #earnings. Highlights include: 🔺 Net income was $4.33 million in 1Q 2024, up from $4.29 million for the same quarter in 2023. 🔺 Truxton Wealth revenue in 1Q 2024 was up 15% compared to the first quarter of 2023 and constituted 96% of non-interest income. 🔺 Truxton will pay a quarterly cash dividend of $0.43 per common share on June 25, 2024, to shareholders of record as of June 11, 2024. See full financials here: https://lnkd.in/gZ7APFHK #TRUX #Truxton
Truxton Corporation Reports First Quarter 2024 Results
truxtontrust.com
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The S&P 500 has slipped roughly 5% from its all-time-high mark and erased about half of the year-to-date gain. We believe a portion of the pullback may relate to escalating geopolitical tension. In our latest piece, Mitch Van Zelfden, CFA analyzes the impact these events could have on the capital markets and says that investors might want to think again about “singing the blues.” Read More: https://lnkd.in/g_qH-Drj #TRUX #Truxton #marketanalysis
The Buttonwood Blues
truxtontrust.com
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Challenging characteristics of the deal-making environment have remained mostly unchanged. However, as we turn the page on 2023, a handful of positive indicators have come to light. Could this be a sign of brighter days on the horizon? To learn more about Truxton Capital Advisors, please reach out to Philip Skipp or Sam Scott. #TruxtonCapitalAdvisors #middlemarket
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We are pleased to announce that Charles G. Mueller has joined Truxton's Board of Directors. Read more: https://lnkd.in/gnSdru9i #Truxton #TRUX
Charles Mueller Joins Truxton’s Board of Directors
truxtontrust.com
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With a number of Tax Cuts and Jobs Act (TCJA) provision changes on the horizon (covered in a recent piece by Peter Deming, CPA), it is important to have a plan in place to mitigate potential estate tax burdens. In a follow-up piece, Buck Patton, CFP®, CPWA® takes a look at several strategies that clients may want to consider to take advantage of the higher estate and gift tax (aka transfer tax) exemptions before they are halved at the end of 2025. Read More: https://lnkd.in/g5Z9AXZs #TRUX #taxlaw #estateplanning
Tax Law Provisions (Part II): Don’t Let the Sun Go Down
truxtontrust.com
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We are pleased to announce that the Truxton headquarters office will be relocating from our current 4525 Harding Road location to Burton Hills in the Green Hills area of Nashville in early summer of this year. "It was most important to us to find a headquarters building that would be both convenient and safe for clients and employees for at least the next twenty years," said Tom Stumb, CEO and Chairman at Truxton. “We believe that our new office will allow us to grow as an organization and elevate the level of service we provide to our valued clients.” The new headquarters, situated at 20 Burton Hills Blvd, Suite 200, is currently under renovation and will occupy the entire second floor of the building. Read More: https://lnkd.in/gsSqRfKv #Truxton #TRUX
Truxton Announces Relocation to Burton Hills
truxtontrust.com