Diversified Trust
Carter Davenport II, CFP®, has a strong background in the financial industry with a focus on consulting and relationship management. Carter began their career at Cunningham and Company as a Mortgage Consultant from May 2005 to June 2007. Carter then joined Clark Consulting, where they worked as a Client Relationship Analyst from April 2009 to April 2011 and as a Carrier & Product Financial Consultant from April 2007 to July 2012. Since August 2012, Carter has been with Diversified Trust, starting as a Vice President and eventually being promoted to Senior Vice President in January 2021.
Carter Davenport II, CFP®, obtained a Bachelor's degree in Business Administration from Elon University, where they studied Business, Economics, and Spanish from 2001 to 2004. Prior to that, they attended North Carolina State University from 1999 to 2001. Besides their academic achievements, Carter also holds the certification of CERTIFIED FINANCIAL PLANNER™, which they obtained from the Certified Financial Planner Board of Standards Inc. in December 2014.
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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.