Truxton Wealth Strengthens Advisory Team with Key Promotions

Rhea-AI Summary

Truxton Wealth has announced two key promotions within its advisory team. Susan Ney, CTFA, who joined the company in 2014, has been elevated to Senior Vice President, Senior Wealth Advisor. She specializes in monitoring investment strategies, trust and estate administration, tax planning, and retirement planning. Ney holds the Certified Trust and Financial Advisor designation and is a member of the Middle Tennessee Estate Planning Council.

Laura Frith, who joined Truxton in 2024, has been promoted from Wealth Associate to Associate Wealth Advisor. In her new role, she will focus on trust and estate administration, tax planning, retirement planning, and coordinating with professional advisors.

Positive

• Strategic strengthening of wealth management leadership team
• Internal promotion showing strong talent retention and development
• Addition of certified professional (CTFA) to senior leadership

Negative

• None.

NASHVILLE, Tenn., March 26, 2025 (GLOBE NEWSWIRE) -- Truxton is pleased to announce that Susan Ney, CTFA has been promoted to the role of Senior Vice President, Senior Wealth Advisor and Laura Frith has been promoted to the role of Associate Wealth Advisor.

Ms. Ney joined Truxton in 2014 as a Wealth Management Specialist, supporting the entire wealth management team and its clients, until 2018 when she became a Wealth Advisor. She is responsible for monitoring clients’ investment strategies, trust and estate administration, tax, estate, and retirement planning, and coordinating efforts of other professional advisors both internal and external to Truxton. She also holds the Certified Trust and Financial Advisor (CTFA) designation and is a member of the Middle Tennessee Estate Planning Council.

“Susan’s promotion reflects her strong professional aptitude, intense energy, and passion for driving improved client outcomes,” said Drew Mallory, CFA, Senior Managing Director and Chief Fiduciary Officer.  “Susan has set a very high standard for delivering Truxton’s value proposition to our clients with sophisticated needs.  Her dedication and commitment to our clients is remarkable.”

Mrs. Frith joined Truxton in 2024 as a Wealth Associate, where she supported the wealth management team and served as a liaison between clients and wealth advisors. In her new role as Associate Wealth Advisor, she will assist in trust and estate administration, tax, estate, and retirement planning, and coordinating efforts of other professional advisors both internal and external to Truxton.

“Laura is an exceptional professional, excelling in advanced wealth planning and managing client relationships,” said Spence Dabbs, JD, Managing Director and Senior Wealth Advisor. “Her dedication and skills enhance our team's ability to deliver bespoke advisory solutions. We have high confidence in her continued success.”

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 (OTCPK: TRUX). For more information, visit truxtontrust.com.

Investor Relations	Media Relations
Austin Branstetter	Swan Burrus
615-250-0783	615-250-0773
austin.branstetter@truxtontrust.com	swan.burrus@truxtontrust.com

FAQ

What are the recent leadership changes at Truxton Wealth (TRUX)?

In March 2025, Truxton promoted Susan Ney to Senior Vice President, Senior Wealth Advisor and Laura Frith to Associate Wealth Advisor.

What qualifications does Susan Ney bring to her new role at Truxton (TRUX)?

Susan Ney holds a CTFA designation, is a member of the Middle Tennessee Estate Planning Council, and has been with Truxton since 2014.

What will be Laura Frith's responsibilities in her new position at Truxton (TRUX)?

Laura Frith will assist in trust and estate administration, tax planning, retirement planning, and coordinate with professional advisors.

How long has Susan Ney been with Truxton (TRUX) before her promotion?

Susan Ney has been with Truxton for 11 years, joining in 2014 as a Wealth Management Specialist before becoming a Wealth Advisor in 2018.