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    Diversified Trust

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    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

      Headquarters:6075 Poplar Avenue Suite 850, Memphis, Tennessee, United States

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    • Diversified Trust phone

      Phone Number: +1 901-761-7979

    • Diversified Trust website

      Website: https://www.diversifiedtrust.com

    • Diversified Trust employees

      Employees:104

    • Diversified Trust revenue

      Revenue:$10 - 50M

    • Diversified Trust legal name

      Legal Name:Diversified Trust

    • Diversified Trust's Social Media

      Diversified Trust linkedin Diversified Trust twitter
    • done Is this data correct?

    • |  NAICS Code: 561499  |

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    Person level website identification

    CEO for Diversified Trust

    Sam Graham

    Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Cindy Cleveland

    Principal And Chief Talent Officer

    Terry Stanford

    Principal And Chief Compliance Officer

    Michael Winter

    Principal, Nashville Chief Operating Officer

    Jon Wright

    Chief Financial Officer

    Samuel Fraundorf

    Principal, Chief Investment Officer

    Frequently Asked Questions regarding Diversified Trust

    • Where are Diversified Trust's Headquarters?

      Diversified Trust's Headquarters are in 6075 Poplar Avenue Suite 850,Memphis,Tennessee,United States

    • What is Diversified Trust's phone number?

      Diversified Trust's phone number is +1 901-761-7979

    • What is Diversified Trust's official website?

      Diversified Trust's official website is https://www.diversifiedtrust.com

    • What is Diversified Trust's Revenue?

      Diversified Trust's revenue is $10 - 50M

    • What is Diversified Trust's NAICS code?

      Diversified Trust's NAICS code is 561499

    • How many employees are working in Diversified Trust

      Diversified Trust has 104 employees

    • What is Diversified Trust's Industry?

      Diversified Trust is in the industry of Financial Services

    • Who is Diversified Trust's CEO?

      Diversified Trust's CEO is Sam Graham

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