Edmond “Brad” Dunlavy, CPA

Senior Vice President, Senior Tax & Estate Strategist

Brad Dunlavy serves as Senior Vice President and Senior Tax and Estate Strategist for Truxton Trust Wealth Management Services. He is responsible for monitoring clients’ investment strategies, trust and estate administration, tax, estate, and retirement planning, and coordinating efforts of other professional advisors both internal and external to Truxton Trust. Before joining Truxton Trust in 2014, he worked at KraftCPAs PLLC, where he was a Senior Tax Manager working with estates, trusts, high net worth individuals, and not for profit entities. Previously, he was a tax manager for Regions and SunTrust Banks for a combined 24 years supervising the fiduciary tax departments.

Mr. Dunlavy received his Bachelor of Science in accounting from the University of Alabama. He earned his Certified Public Accountant (CPA) designation and is a member of the American Institute of Certified Public Accountants (AICPA), the Tennessee Society of Certified Public Accountants (TSCPA), and the Estate Planning Council of Middle Tennessee.



Send Email