John Gleason, CPA

Associate Wealth Advisor and Tax Strategist

John Gleason serves as an Associate Wealth Advisor and Tax Strategist for Truxton Trust. 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. In addition to his role as a Wealth Advisor, Mr. Gleason is responsible for providing comprehensive strategic tax advice to our clients, their trusts and estates, and business entities. Prior to joining Truxton Trust in November 2023, Mr. Gleason served as an Audit Manager at Ernst & Young.

 

Mr. Gleason graduated cum laude from Furman University with a Bachelor of Arts in Business Administration. He earned his Master of Accountancy from Vanderbilt University's Owen Graduate School of Management. He is a licensed Certified Public Accountant (CPA) and is a member of the American Institute of Certified Public Accountants (AICPA) and the Tennessee Society of Certified Public Accountants (TSCPA). Additionally, Mr. Gleason serves on the Furman University Young Alumni Council.

 

Contact

615-515-1737

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