Lee Gibson

About Lee Gibson

Lee serves as the firm\'s President and is a member of the Board of Directors. He previously held the positions of Chief Financial Officer and Chief Operating Officer. Prior to joining Diversified Trust, he served as Vice President of Finance for Le Bonheur Health Systems. Lee began his professional career with Ernst & Young.Lee received a Bachelor of Accountancy from the University of Mississippi. He is a member of the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants. In addition, he is an honors graduate of the Cannon Financial Institute Trust School and is a Certified Trust and Financial Advisor. He serves on the boards of the Neighborhood Christian Centers and the Visible Music College.

Experience

1. President

   Diversified Trust

   Aug 1996 — Present · Memphis, TN, US

   Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $11billion 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.

Education

• University of Mississippi

  Bachelor of Accountancy, Accounting

Skills

• Asset Managment
• New Business Development
• Team Building
• Management
• Portfolio Management
• Financial Analysis
• Financial Planning
• Wealth Management
• Leadership
• Asset Management
• Finance
• Marketing
• Investments
• Retirement Planning
• Strategic Planning
• Estate Planning