Sarah Dunn, CTFA

Associate Wealth Advisor

Sarah Dunn serves as an Associate Wealth Advisor for Truxton Trust Wealth Management Services. She 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. Mrs. Dunn joined Truxton Trust in 2015 as a Wealth Management Specialist, supporting the entire wealth management team and its clients, until 2021 when she became a Wealth Advisor.

Mrs. Dunn earned her Master of Business Administration and her Bachelor of Science in accounting from Lipscomb University, where she graduated cum laude. She also holds the Certified Trust and Fiduciary Advisor (CTFA) designation.

Contact

615-515-1708

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