Trey Tally

Trey Tally is a seasoned financial professional with extensive experience in wealth management and fiduciary services. Currently serving as a Senior Fiduciary Officer, Principal, and Wealth Strategist at Diversified Trust since June 2017, Trey has contributed to managing over $10 billion in client assets at this employee-owned firm. Previously, Trey held positions as a Trust Advisor at Pinnacle Financial Partners and Regions Financial Corporation, where responsibilities included managing trust and estate relationships and providing wealth planning services to high-net-worth clients. Trey began a legal career as a Legal Liaison and Staff Attorney at the Tennessee Department of Financial Institutions, where key initiatives included developing policies for applicant background checks. Trey holds a Juris Doctor from the University of Tennessee College of Law and a Bachelor's degree in Philosophy from Tulane University.