Diversified Trust Names Kim Garcia as Principal
Experienced Wealth Planning Strategist Joins Comprehensive Wealth Manager's Expanding Triad-Area Office
(firmenpresse) - GREENSBORO, NC -- (Marketwired) -- 03/07/16 -- Diversified Trust, a Southeast-based comprehensive wealth management firm with over $5 billion in client assets under management, today announced the hiring of as principal.
"We are delighted Kim has joined Diversified Trust," said Buster Johnson, managing director of Diversified Trust. "Kim will be an immediate asset to our clients, drawing from almost 30 years of experience advising families in the areas of investments, trusts and estates, financial planning and family dynamics. We are pleased to introduce her at a time of continued growth for Diversified Trust in Greensboro."
Prior to joining Diversified Trust, Garcia served as Wealth Planning Strategy Executive for U.S. Trust, formerly North Carolina Trust Company. In addition, she previously spent five years with First National Bank of Commerce in New Orleans as Personal Trust Services Manager and as Trust Tax and Operations Manager. Garcia began her career at KPMG as a member of the Personal Financial Consulting practice.
Garcia completed her undergraduate degree in accounting from Louisiana State University and also obtained her law degree from the Paul M. Hebert Law Center at Louisiana State University. She is a Certified Public Accountant and has received the Personal Financial Specialist designation from the American Institute of CPAs. She currently volunteers with several organizations, including the Foundation for the Roman Catholic Diocese of Charlotte and St. Benedict''s Catholic Church in Greensboro.
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.
Diversified Trust is located at 300 North Greene Street, Suite 2150, Greensboro, N.C.
In addition to Greensboro, the Southeast-based company has offices in Atlanta, Ga.; Memphis, Tenn.; and Nashville, Tenn. 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, N.C.; Memphis, Tenn.; and Nashville, Tenn.
Contact information:
Sarah Brawner
DVL Seigenthaler
615-244-1818
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Datum: 07.03.2016 - 08:00 Uhr
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