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Mary Frances Callis


Mary Frances is responsible for serving intergenerational families. Her professional career has focused on assisting clients in the development and implementation of comprehensive estate and financial plans. Mary Frances brings to Diversified Trust extensive experience in the development and execution of philanthropic strategies and family governance.  Prior to joining Diversified Trust, she served in relationship management roles at Morgan Stanley and GenSpring Family Offices.  Mary Frances began her career as an attorney at The Bowden Spratt Law Firm, a boutique estate planning law firm in Atlanta.

Mary Frances received a Bachelor of Arts in Economics and Political Science from Agnes Scott College and her Juris Doctor from Emory University. In addition, she holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. Mary Frances currently serves as a Trustee of the Do Good Fund, a public collection of contemporary photography from the American South.