Diversified Trust 25th Anniversary

At Diversified Trust, we focus on your big picture.

We help you meet and manage your financial complexities to keep long-term commitments on track. Our commitment is to explore, recommend, and serve as advocates of these strategies.
Read more about the Diversified Difference.

Foresights

Financial Foresight

Diversified Trust is your first call and partner in ANY financial endeavor.

FAMILIES AND INDIVIDUALS 
Our questions are simple: What is important to you? What causes you to worry? What are your goals and how can we help achieve them? Your answers become the foundation of our shared effort to define what is most important for you, your family, and your legacy.
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INSTITUTIONS
Diversified Trust draws upon a seasoned team of professionals to design and implement portfolios which sustain the mission of institutions. We offer acumen and experience honed over decades.This allows us to see and — more importantly — advance the big picture.
Discover how.

Meet the Team

Brittany P. Alexander

Senior Associate

B. Cheri Wells

Senior Associate

Carter F. Davenport

Vice President

Cindy P. Cleveland

Principal and Chief Talent Officer

Mary L. Raymond

Senior Vice President

Jo Len Clark

Principal

Robinson Mertilus

Vice President

Douglas S. Turner

Principal and Director of Operations

Hunter Meriwether

Senior Associate

Jason P. Lioon

Principal and Deputy Chief Investment Officer

Mary Traylor Mathis

Vice President

Brook H. Lester

Principal and Chief Wealth Strategist

Gay Boyd

Associate

Jessica Stembridge

Senior Vice President

Tom Rogowski

Senior Vice President

Kim Garcia

Principal

Meet more of the Diversified Trust team.

Founding Principles

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