Mary Frances Callis J.d., Cfp®

Mary Frances Callis, J.D., CFP®, began their career in 2007 as an Estate Planning Attorney at The Bowden Spratt Law Firm. From 2010 to 2012, they worked at GenSpring Family Offices as a Family Wealth Administrator. In 2012, they joined Morgan Stanley as a Financial Advisor, RM Compass Group, where they worked until 2018. Currently, they are the Senior Vice President at Diversified Trust, the largest independent trust company headquartered in Tennessee. Throughout their career, Mary has gained extensive experience in comprehensive wealth management, serving individuals, families, foundations, endowments, retirement plans, and family-owned businesses.

Mary Frances Callis, J.D., CFP®, began their education in 2000 at Agnes Scott College, where they pursued a Bachelor of Arts degree in Political Science and Economics. Mary Frances successfully completed their undergraduate studies in 2004.

Following their undergraduate studies, Mary Frances Callis enrolled in the Emory University School of Law in 2004, where they dedicated three years to pursuing a Juris Doctor (J.D.) degree. Mary Frances successfully completed their legal education in 2007.

In addition to their legal and undergraduate education, Mary Frances Callis has obtained the CERTIFIED FINANCIAL PLANNER™ certification from the CFP® Board in April 2017. The certification complements their extensive educational background, providing their with expertise in financial planning and advising.