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.
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Financial Foresight

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

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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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. Wyrick

Vice President

B. Cheri Wells

Senior Associate

Carter F. Davenport

Senior Vice President

Cindy P. Cleveland

Principal and Chief Talent Officer

Jo Len Clark


Douglas S. Turner

Principal and Director of Operations

Hunter Meriwether

Vice President

Jason P. Lioon

Principal and Deputy Chief Investment Officer

Mary Traylor Mathis

Vice President

Brook H. Lester

Managing Principal and Chief Wealth Strategist

Gay Boyd

Senior Associate

Tom Rogowski


Kim D. Garcia

Principal and Director of Client Experience

Meet more of the Diversified Trust team.

Founding Principles

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