Brook Lester
Principal at Diversified Trust
- Role
- Managing Principal and Chief Wealth Strategist at Diversified Trust
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
About Brook Lester
I’ve built my career at the intersection of trust, estate, tax, and business planning…
Experience
Managing Principal and Chief Wealth Strategist
Jan 2015 — Present · Memphis, TN, US
Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses.Since our clients are served by owners of Diversified Trust, they have every reason to expect a level of continuity of service and a high level of personal attention rarely found in the financial services industry.As a commitment to ensure our incentives are always aligned with the best interests of our clients, the principals of Diversified Trust have invested substantial personal and family assets alongside our clients.Our dedicated focus on coordinating client solutions is based upon the following tenets of service: trust, integrity, privacy, continuity, experience, and accessibility.Our goal is simple - helping our clients focus on what\'s important to them.
Education
University of Mississippi School of Law
JD, Law
1996 — 1999
University of Mississippi
BAccy, Accounting
1992 — 1996
Skills
- Tax Law
- Leadership
- Income Tax
- Tax
- Cpa
- Trusts
- Mergers & Acquisitions
- Tax Accounting
- International Tax
- Corporate Law
- Due Diligence
- Tax Research
- Tax Advisory
- Estate Planning
- Corporate Tax
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.