Brad Crawford

Brad Crawford is Principal and Chief Operating Officer of the Memphis office at Diversified Trust, where he oversees client relationship management and the operational leadership of the firm’s Memphis branch. His work focuses on delivering comprehensive financial services, including estate planning, investment management, and employee benefits, to high-net-worth individuals, families, and institutional clients within the Memphis region and beyond.

Brad has significant experience in finance, having previously held the role of Director of Finance at Lenny's Franchisor and worked as a Funding Analyst at FTN Financial before joining Diversified Trust in 2008. He draws on his expertise to advise on multi-asset investment portfolios, with a particular emphasis on private clients, closely held businesses, and estate planning strategies.

Brad holds a Bachelor of Business Administration in Banking and Finance from the University of Mississippi, an MBA in Finance from the Haslam College of Business at the University of Tennessee, and specialized training in Financial Planning from New York University. He is recognized as a CFP® professional, underscoring his commitment to fiduciary standards and excellence in wealth and investment management.