Diversified Trust
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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 Nashvill... Read more
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Sam Graham
Chairman And Chief Executive Officer
Sam Graham
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Betsy Wills
Director Of Marketing And Branding
Brittany Wyrick
Senior Vice President
Terry Stanford
Principal & Chief Compliance Officer
Jon Wright
Chief Financial Officer
Lynanne Newman
Senior Vice President - Client Relationship Manager
Lindsey Gill
Senior Vice President Of Operational Excellence And Quality Management
Brook Lester
Managing Principal And Chief Wealth Strategist
Jason Lioon
Deputy Chief Investment Officer
Samuel Fraundorf Cpa
Chief Investment Officer
Wallace Johnson (Buster)
Managing Principal - North Carolina
Carolyn Hicks
Vice President
Jason Wheat
Senior Vice President
Kayleigh Cowser
Vice President
Kim van Zee
Vice President
Doug Turner
Principal & Director Of Strategic Projects & Operations
Adele Anderson
Executive Assistant Office Manager
Michael Gragnani
Director Of Client Development
Chris Kelley
Vice President - Systems Administrator
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