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BESS BUTLER BRUNSON, CFP®, CTFA

Wealth Advisor

Bess Butler Brunson is a Wealth Advisor at The Fiduciary Group, serving as a client relationship manager, financial planner, and investment advisor to individual clients and providing support to senior advisors.

Prior to joining the firm in 2017, she worked as a Marketing Coordinator and Content Manager for Enmarket. Bess received her B.S. from the Pamplin College of Business at Virginia Tech, has completed the Executive Program for Financial Planning at the University of Georgia’s Terry School of Business, is a CERTIFIED FINANCIAL PLANNER™ professional, and also holds the Certified Trust and Fiduciary Advisor (CTFA) designation.

A Savannah native, Bess serves as the Events & Awards Chair on the Savannah Country Day Alumni Board, as current president of The Savannah Community Foundation’s Emerging Leaders Committee, and as a member of the Savannah Estate Planning Council. She was named to Georgia Trend magazine’s 2021 ‘40 Under 40’ class for her professional achievement and philanthropic contributions to the community.

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The Fiduciary Group, LLC (“TFG”) is registered with the United States Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences between them. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. Page 1 of 2 ITEM 2: What investment services and advice can you provide me? CONVERSATION STARTERS: Ask Your Financial Professional… “Given my financial situation, should I choose an investment advisory service? Why or why not?” “How will you choose investments to recommend to me?” “What is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean?” We offer investment advisory services to retail investors.

TFG primarily provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension, 401(k) and profit-sharing plans, nonprofit organizations, and other legal entities. Where requested, the principals of TFG accept appointments in their individual capacity as trustee, executor, and/or power of attorney

We offer a wide range of wealth management services to our clients who own separately managed accounts. We work with each client to establish an appropriate investment policy statement (IPS) based on the client’s objectives, unique circumstances, time horizon, and risk tolerance. We generally invest client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (“ETFs”).

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