Lynanne serves as a relationship manager and has primary responsibility for the management and oversight of client relationships.
Prior to joining Diversified Trust, Lynanne served as a senior vice president at Truist Bank (formerly Branch Banking and Trust Company) in Martinsville, VA, advising high-net worth clients on a variety of matters including estate and tax planning, charitable planning, investment management, and various fiduciary and compliance services for wealth offices in North Carolina, South Carolina, and Virginia.
Lynanne earned her Bachelor of Arts in Accounting from American National University. She is a Certified Public Accountant (CPA) in the State of Virginia, and additionally earned achievements with annual estate planning, tax, legal, ethics, and other professional development courses. Lynanne is a part of the Roanoke Valley Estate Planning Council and currently serves on the Kings Grant Advisory Board.