Southeast-Based Wealth Management Firm Diversified Trust Hires Brook Lester as Principal
Lester Joins Diversified Trust From Deloitte Tax LLP Where He Led the Southeast Region in Estate, Gift, Trust and Charitable Planning Services for High Net-Worth Families and Closely Held Businesses
(firmenpresse) - MEMPHIS, TN -- (Marketwired) -- 05/13/15 -- Diversified Trust, an employee-owned Southeast-based comprehensive wealth management firm that manages more than $5 billion in client assets, recently announced that has joined the firm as a principal.
Lester is based in Diversified Trust''s Memphis office, and is primarily responsible for client relationship management and business development. He will also help spearhead estate, gift, trust and charitable planning initiatives throughout the company''s four offices in Atlanta, Greensboro, Memphis and Nashville. Prior to joining Diversified Trust, Lester was a Director with Deloitte Tax LLP and served as the company''s Southeast region leader focusing on estate, gift, trust and charitable planning services for high net-worth families and closely held businesses.
"Brook''s significant experience in directing the Southeast estate planning practice for a major accounting firm has earned him a reputation for finding tailored solutions for individuals, families and closely held businesses with complex planning needs," said Sam Graham, CEO of Diversified Trust. "Brook is an excellent addition to our team and fortifies our objective of delivering personalized, holistic wealth management services to our clients across the Southeast."
Before joining Deloitte, Lester practiced estate and tax law with a regional firm and worked with another international public accounting firm. He graduated from the University of Mississippi with a Bachelor of Accountancy and a Juris Doctor. He is a member of the Tennessee Bar Association as well as the Mississippi Bar Association. He is also a member of the Tennessee Society of Certified Public Accounts, the American Society of Certified Public Accountants and the Memphis Estate Planning Council. Additionally, Lester is a member of Christ Methodist Day School Board of Trustees.
Diversified Trust, which was founded in 1994, employs an integrated approach designed to provide clients with comprehensive wealth management solutions, including investment management, trusts and estates, family office, and institutional advisory services.
For more information on Diversified Trust and its services please visit .
Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with more than $5 billion of client assets under management. Its clients include individuals, multi-generational families, family offices, foundations, endowments and retirement plans. Diversified Trust has offices in Atlanta, GA; Greensboro, NC; Memphis, TN; and Nashville, TN.
Justin Wilson
615-327-7999
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Datum: 13.05.2015 - 07:00 Uhr
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