Diversified Trust
Brook Lester began their work experience as a Tax Senior at Arthur Andersen in 1999. Brook then worked as an Attorney at Armstrong Allen PLLC from 2002 to 2005. In 2005, they joined Regions Bank as Vice President and Trust Officer. From 2006 to 2014, Brook served as a Director at Deloitte Tax LLP. Since 2015, they have been working at Diversified Trust, where they currently hold the position of Managing Principal and Chief Wealth Strategist.
Brook Lester attended the University of Mississippi from 1992 to 1996, where they received a Bachelor of Accountancy (BAccy) degree with a major in Accounting. From 1996 to 1999, Brook Lester attended the University of Mississippi School of Law, where they earned a Juris Doctor (JD) degree with a focus on Law. No information is available regarding any additional certifications obtained by Brook Lester.
Diversified Trust
About Diversified Trust: Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $8 billion of client assets under management. Diversified Trust was founded in January, 1994 and has offices in Atlanta, Charleston, Greensboro, Memphis and Nashville. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses. We are the largest independent trust company headquartered in Tennessee, and one of the largest in the Southeast. Our trust powers allow us to serve clients in various fiduciary capacities including trustee services and estate settlement services. For estates we offer administration, valuation, tax services, investment management, custodial and accounting services. Through Diversified Trust's extensive offering of financial advisory and family office services, our professionals will create a customized solution to address each client's unique situation. Our customized solutions can help address issues such as maximizing transfer of wealth, retirement cash flow needs, education funding, philanthropic goals, asset protection, bill payment and expense management, record keeping and document management, and family dynamics consulting. Diversified Trust offers extensive OCIO services to our institutional clients including advisement on investment policy, spending, investment management (execution and oversight), reporting, communications, audit support and planned giving initiatives. As a commitment to ensure our incentives are always aligned with the best interest of our clients, the principals of Diversified Trust have invested substantial personal and family assets alongside our clients. Our goal is simple - helping our clients focus on what is important to them.