Dunn Craven Group

Merrill Lynch Wealth Management
800 S. Gay Street
Suite 2200
Knoxville, TN 37929
(865) 521-8881
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At Dunn Craven Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we’ll place you at the center of the wealth management process as we work together to design a goals-based financial approach to help you reach the goals that matter most to you.
Dunn Craven Group
Merrill Lynch Wealth Management
Welcome

Our goal is to help clients enjoy the wealth they have worked so hard to create, not to worry about it. We work with a limited number of clients which allows us to deliver exceptional attention to every client. Clients value our devotion, thoroughness, accessibility and experience.

We help clients define their financial goals and then design, implement and track a customized wealth management strategy. Portfolio construction is tailored for each client based upon their desire and need for income, growth and capital preservation, then reviewed regularly for consistency to lifestyle and wealth transfer goals. 

In addition, we assist clients with tax minimization strategies and estate planning issues as well as work with their advisors in developing estate plans. The scope of our practice includes affluent individuals and families, business owners, entrepreneurs, executives and professionals.

How We Work With Our Clients:

  • We have regular conversations with our clients about their financial goals, as well as their life goals, taking the time to get to know their families and what drives their decisions and priorities. 
  • We enjoy having meaningful discussions with our clients about their wealth management strategy, understanding that this increases their satisfaction and reduces behavior that could impair their long term success.
  • We use a variety of tools to regularly analyze client portfolios and track progress to goals. 
About Us
Philosophy
  • By working with a limited number of households, we are able to create customized wealth management strategies for each client to help them preserve and grow their wealth.
  • We believe clients should understand what they own and how their investments are working to help them achieve their goals.
  • Because losses are difficult to make up, we spend a great deal of time reviewing risk and discussing the risks that can best help clients achieve their goals.
  • We actively seek to incorporate strategies that deliver upside potential with some measure of downside mitigation.
  • We invest a significant amount of time analyzing changing market conditions and global economic crosscurrents which enables us to incorporate opportunistic investment themes.
  • We focus a high level of attention on tax minimization strategies.
Meet Our Team
Petra Dunn,

CFP®

Senior Vice President, Wealth Management Advisor
865.521.8872
Jennifer Craven,

CFP®

Vice President, Wealth Management Advisor
865.521.8881
Chaunda Hodges,

CRPC™

Officer, Registered Wealth Management Client Associate
865.521.8808
Zachary Adkisson,

CRPC™

Investment Management Specialist
865.521.8882
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.