NASHVILLE, Tenn., June 05, 2018 (GLOBE NEWSWIRE) — Truxton Trust (OTCPK:TRUX) announced that Jon D. Reed, CFP, joined the firm as Portfolio Specialist. Jon joined Truxton Trust from Morgan Stanley, where he was a financial advisor serving clients with their financial planning and investment management needs. Jon is a CERTIFIED FINANCIAL PLANNERTM and a CFA Level II Candidate. Jon earned his Bachelor of Science in Business Administration with a Finance major from the University of Tennessee, Knoxville.
Marcella F. Lockhart joined the firm as Personal Banker. Prior to Truxton Trust, Marcella worked for Taliafaro, Inc., a multi-family housing management firm. She earned her Master of Science in Public Service Management from Cumberland University and her Bachelor of Arts in Bible Theology with a Business Administration minor from American Baptist College.
Tom Stumb, Chairman and CEO, said, “We have always sought to recruit experienced individuals whose work ethic and reputation for personal integrity rival that of those who already work here. We are thrilled to have both Jon and Marcella join our growing business and leverage their experience to provide excellent service to our clients.”
About Truxton Trust
Truxton Trust is a full-service private bank and trust company founded in 2004. Since its inception, Truxton Trust has been focused on a singular guiding principle: do the right thing. Truxton Trust delivers the highest level of personal service through its vastly experienced and credentialed team of professionals who provide comprehensive and customized financial solutions to individuals, their families and their business interests.