Diversified Trust
Mary Frances Callis, J.D., CFP®, began their career in 2007 as an Estate Planning Attorney at The Bowden Spratt Law Firm. From 2010 to 2012, they worked at GenSpring Family Offices as a Family Wealth Administrator. In 2012, they joined Morgan Stanley as a Financial Advisor, RM Compass Group, where they worked until 2018. Currently, they are the Senior Vice President at Diversified Trust, the largest independent trust company headquartered in Tennessee. Throughout their career, Mary has gained extensive experience in comprehensive wealth management, serving individuals, families, foundations, endowments, retirement plans, and family-owned businesses.
Mary Frances Callis, J.D., CFP®, began their education in 2000 at Agnes Scott College, where they pursued a Bachelor of Arts degree in Political Science and Economics. Mary Frances successfully completed their undergraduate studies in 2004.
Following their undergraduate studies, Mary Frances Callis enrolled in the Emory University School of Law in 2004, where they dedicated three years to pursuing a Juris Doctor (J.D.) degree. Mary Frances successfully completed their legal education in 2007.
In addition to their legal and undergraduate education, Mary Frances Callis has obtained the CERTIFIED FINANCIAL PLANNER™ certification from the CFP® Board in April 2017. The certification complements their extensive educational background, providing their with expertise in financial planning and advising.
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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.