Dana Gulledge

Manager, Tax Services
Professional Experience

Dana joined GreerWalker LLP in 2016 and is a manager in the firm’s tax practice.  Dana serves a wide variety of clients, but primarily focuses on estates & trusts, high-net-worth individuals, and private foundations.

Dana works closely with attorneys, investment advisors, and other professionals to help develop estate plans that meet the unique needs of every client.  She also stays current on tax law changes that impact estates and trusts.

Industry Focus

Business and Professional Services, Not-for-Profit

Areas of Expertise

Estate, Gift, and Trust Planning, Private Philanthropic Foundations


Bachelor of Science in Accounting, Francis Marion University

Master of Accountancy, University of North Carolina at Charlotte


Certified Public Accountant, North Carolina Certificate # 41876

Professional Affiliations
  • American Institute of Certified Public Accountants
  • North Carolina Association of Certified Public Accountants
  • Charlotte Estate Planning Council – Member

Get In Touch With Us

Should be Empty:
Get in Touch With GreerWalker