Diversified Trust

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Diversified Trust

Description: Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $5 billion of client assets under management. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses.

Since our clients are served by owners of Diversified Trust, they have every reason to expect a level of continuity of service and a high level of personal attention rarely found in the financial services industry.

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

Our dedicated focus on coordinating client solutions is based upon the following tenets of service: trust, integrity, privacy, continuity, experience, and accessibility.

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

Location: United States
City: Memphis,
Address: Crescent Center
Postal code: 38119

Legal form: Privately Held

Year of Funding: 1994

Nr of employees: 51-200 employees


Activities: Investment Management, Trusts and Estates, Financial Advisory and Family Office Services, Institutional Advisory Services

Industry: Financial Services

Diversified Trust Contacts

Name Position Experience Current position Contact informations
Betsy Wills Director of Marketing and Branding Yes unavailable
Samuel Fraundorf Chief Investment Officer Yes unavailable
Lindsay Youngbauer Client Service Associate Yes unavailable
Bill Spitz Independent Financial Services Professional Yes unavailable
Ellen Green, CFP® Vice President Yes unavailable
Adam Dretler Senior Vice President Yes unavailable
Sam Graham CEO Yes unavailable
T. Vincent Chamblee, CPA Vice President Yes unavailable
Alan Torres Yes unavailable
Jason Lioon, CFA Deputy Chief Investment Officer Yes unavailable

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