Steve Pelmore Jr

Vice President At Truxton | Wealth & Tax Strategist at Truxton Trust

Steve Pelmore Jr. currently serves as Vice President and Wealth & Tax Strategist at Truxton, a position held since January 2025. Previously, Steve Pelmore Jr. was a Senior Tax Manager at Blankenship CPA Group from April 2022 to December 2024, where responsibilities included preparing and reviewing tax returns with a 99% accuracy rate and successfully resolving disputes at a 90% rate. Other roles have included Internal Revenue Agent, owner of Steve Pelmore Jr. CPA, LLC, and co-owner of SPD CPA Firm, as well as various positions at the Internal Revenue Service and Hoskins & Company. Steve Pelmore Jr. has a Master of Science in Taxation from the University of Illinois Urbana-Champaign and a Bachelor of Business Administration in Economics and Finance from Tennessee State University.

Location

Nashville, United States

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Truxton Trust

Truxton Trust Company was organized as a private bank and trust company, to serve the financial needs of high net worth individuals, their families and business interests. Their company opened for business in August 2004, after raising initial capital of $20 million. Since inception, in everything that they do, they have endeavored to adhere tothis singular guiding principle: Do the Right Thing.Over the years, their distinctive, consultative approach with clients made us one of the fastest growing wealth management firms in the country and one of the safest banks. Truxton Trust was one of the few banks in the nation to maintain both growth and profitability throughout the recession beginning in 2008. Their future ambition is to continually recruit experienced wealth managers and bankers whose reputation for personal integrity and professional excellence rivals that of those who already work here.They cherish greatly the relationships they have with their clients and their responsibility to always give them sound financial advice. It is the vast experience of their people which empowers their company to earn and keep the trust of their clients. They aspire to do such a good job handling their clients’ wealth management and banking needs, that eventually they might inspire them to name their company as executor and/or trustee in their wills.Doing the right thing is not always easy; figuring out the right thing is not always easy; however, doing the right thing is always right and will always be their primary focus in business.


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51-200

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