About Diversified Trust: 
Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $8 billion of client assets under management. Diversified Trust was founded in January, 1994 and has offices in Atlanta, Charleston, Greensboro, Memphis and Nashville. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses.

We are the largest independent trust company headquartered in Tennessee, and one of the largest in the Southeast. Our trust powers allow us to serve clients in various fiduciary capacities including trustee services and estate settlement services. For estates we offer administration, valuation, tax services, investment management, custodial and accounting services.

Through Diversified Trust's extensive offering of financial advisory and family office services, our professionals will create a customized solution to address each client's unique situation. Our customized solutions can help address issues such as maximizing transfer of wealth, retirement cash flow needs, education funding, philanthropic goals, asset protection, bill payment and expense management, record keeping and document management, and family dynamics consulting.

Diversified Trust offers extensive OCIO services to our institutional clients including advisement on investment policy, spending, investment management (execution and oversight), reporting, communications, audit support and planned giving initiatives.

As a commitment to ensure our incentives are always aligned with the best interest of our clients, the principals of Diversified Trust have invested substantial personal and family assets alongside our clients.

Our goal is simple - helping our clients focus on what is important to them.

Investment Management

Diversified Trust

Diversified Trust's headquarters in Memphis, TN, United States

Sam Graham

Cindy Cleveland

Michael Gragnani

Adele Anderson

Doug Turner

Kim van Zee

Kayleigh Cowser

Jason Wheat

Carolyn Hicks

Wallace Johnson (Buster)

Samuel Fraundorf Cpa

Brook Lester

Lindsey Gill

Lynanne Newman

Jon Wright

Terry Stanford

Brittany Wyrick

Betsy Wills

Description

People (20)

Sam Graham

Cfp® Tucker Carr

Alison Henneberger

Carol Casey

Bart Reid

Jay Davis

Lynda May

Sumner Jefferson

Terry Stanford

Jo Len Clark

Neel Gammill

Jon Wright

Wynter Torres

Brook Lester

Robin Smithwick

Hadley Miller

Hunter Meriwether

Carolyn Hicks

Jason Wheat

Kayleigh Cowser