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Daniel Bellet

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Daniel Bellet

Flagship Client Services Specialist | Truxton

Tennessee, Nashville, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Daniel Bellet

Work Experience

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Vice President & Wealth Advisor at

Truxton

January 2023 - Present

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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

mail

*************@vanguard.com

************@therowgroup.com

*************@truxtontrust.com

Colleagues

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Brad Dunlavy

TAX MANAGER

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Peter Deming

Accountant

Julie Marr

Fedline Support

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Denise Hendrick

First Vice President & Trust Advisor

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Lindsey Heird

Personal Banker

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Jennifer Verbrigghe

Senior Tax Technician

Kaci Goodall

Vice President

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Gus Puryear

Law Clerk

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Hank Stuart

Group Vice President

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Shannon Buckner

Investment Consultant

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