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Diversified Trust is respected by market commentators for its trust administration and investment advisory services for high net worth individuals and families. The firm has offices in Atlanta and Greensboro, as well as in Memphis and Nashville.
A source highlights Memphis-based Brook Lester as the "person that leads the high net worth offering there," and adds: "He is a lawyer and a CPA. He practised with Deloitte. He has a really good understanding of a lot of concepts and the types of transactions that clients need." Another interviewee says that the "client service at Diversified, particularly from James Ramsey in Nashville, is excellent."
Brook Lester, Principal and Chief Wealth Strategist