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Daniel Bellet
Daniel Bellet
Flagship Client Services Specialist | Truxton
Tennessee, Nashville, United States
Daniel Bellet
Summary
Daniel Bellet is a seasoned financial professional currently serving as Vice President and Wealth Advisor at Truxton Trust in Nashville, Tennessee. With a robust background in investment management and estate planning, he expertly navigates the complexities of wealth management for his clients. Daniel's previous experience includes roles as a Financial Advisor and Client Services Specialist at Vanguard, where he honed his skills in high net worth client services. He holds a Bachelor of Science in Finance from Hillsdale College and is a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED PLAN FIDUCIARY ADVISOR™. His commitment to client service and financial integrity sets him apart in the industry. Outside of his professional pursuits, Daniel's interests in emerging financial technologies and sustainable investment strategies drive his continuous learning and adaptation in the ever-evolving finance landscape.
Daniel Bellet
Work Experience
Vice President & Wealth Advisor at
Truxton
January 2023 - Present
Daniel Bellet
Education
Hillsdale College, Financial Management
January 2012 - January 2016
Frequently Asked Questions about Daniel Bellet
What is Daniel Bellet email address?
Daniel Bellet's primary email address is *************@vanguard.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Daniel Bellet work for?
Daniel Bellet is a Flagship Client Services Specialist at Truxton.
Where Daniel Bellet graduated from?
Daniel Bellet holds a degree in null from Hillsdale College.
How can I directly contact Daniel Bellet?
To contact Daniel Bellet directly, you can use the email address *************@vanguard.com. Complete contact information is available upon registration with Muraena.
Who is Daniel Bellet?
Daniel Bellet is a seasoned financial professional currently serving as Vice President and Wealth Advisor at Truxton Trust in Nashville, Tennessee. With a robust background in investment management and estate planning, he expertly navigates the complexities of wealth management for his clients. Daniel's previous experience includes roles as a Financial Advisor and Client Services Specialist at Vanguard, where he honed his skills in high net worth client services. He holds a Bachelor of Science in Finance from Hillsdale College and is a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED PLAN FIDUCIARY ADVISOR™. His commitment to client service and financial integrity sets him apart in the industry. Outside of his professional pursuits, Daniel's interests in emerging financial technologies and sustainable investment strategies drive his continuous learning and adaptation in the ever-evolving finance landscape.
Daniel`s contact details
*************@vanguard.com
************@therowgroup.com
*************@truxtontrust.com
Colleagues
TAX MANAGER
Accountant
Fedline Support
First Vice President & Trust Advisor
Personal Banker
Senior Tax Technician
Vice President
Law Clerk
Group Vice President
Investment Consultant