Cumberland Trust
Lee Ann DuVall is an experienced professional in compliance, legal, and business consulting, currently serving as VP and Compliance Officer at Cumberland Trust and Investment Company since 2012. Previously, Lee Ann worked as a legal and business consultant, offering succession planning and legal advice from 2011 to 2012. Involvement with the Literacy Council of Williamson County included serving as a board member and program chair. Lee Ann's extensive background encompasses roles at Primera Financial Services, ESS Group, SunTrust Bank, Kanaly Trust Company, Northern Trust, Horrigan & Goehrs, and Hellmer & Denning, showcasing expertise in estate administration, relationship management, and legal preparation. Educational credentials include a J.D. from Washburn University School of Law and a B.F.A. from The University of Kansas, achieving top rankings in both institutions.
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Cumberland Trust
Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration. We recognize that many individuals and their families have long-standing relationships with financial advisors, attorneys, and accountants. We respect these relationships and welcome the opportunity to provide trust and/or estate administration, while working with the investment management and other professional advisors of the family's choosing. Our focus is on the beneficiaries, their needs and their values rather than on managing assets. We have provided professional, comprehensive trust and estate administration services for more than 20 years and have been named trustee and/or executor by many families searching for an alternative to naming a family member. We are headquartered in Nashville, Tennessee and have nine additional offices across the country in Atlanta, Austin, Chattanooga, Dallas, Knoxville, Memphis, Philadelphia, St. Louis, and Tampa-St. Pete. Today, Cumberland Trust has grown to over 120 employees, with over $5 billion in assets under administration serving clients and advisors all over the United States.