Client Service Associate
Truett is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, communicating with clients, and assisting with day-to-day service requests. Prior to joining Beacon Pointe, Truett worked as an orthopedic sales consultant where he sold surgical implants and devices. He decided to make the switch to finance after developing a passion for investing and helping people make sense of their complex financial journeys. Truett graduated from Colorado College with a bachelor’s degree in History and was a student-athlete. Born and raised in Denver, Colorado, Truett loves to spend time in the mountains with his family and friends and is an avid fly fisherman and skier.