Suzanne Wilcox

Suzanne Wilcox is a Principal at Diversified Trust, an employee-owned comprehensive wealth management firm established in 1994, where Suzanne has worked since September 2011. With over $9 billion in client assets under management, the firm operates offices in multiple Southeast cities. Prior to their current role, Suzanne served as a Wealth Planning Strategist at Wells Fargo Bank from November 2009 to August 2011, and as Vice President at US Trust Company from August 1998 to July 2007. Earlier in their career, Suzanne worked as a Senior Auditor at KPMG US from September 1993 to August 1998. Suzanne holds a Bachelor of Science degree in Accounting from Wake Forest University, earned between 1989 and 1993.