Trey is the Senior Fiduciary Officer for the firm. In addition, he is a member of our client service team with a focus on wealth strategies. Prior to joining Diversified Trust, he was a senior vice president at Pinnacle Financial Partners in Nashville, where he managed fiduciary assets held in trusts, IRAs, investment management accounts, escrow agreements and estates. He also worked with clients and their counsel to develop estate plans, gifting plans, executive compensation plans, business succession plans and other tax planning needs. Previously, he was a vice president and trust advisor at Regions Bank, where he oversaw trust accounts and developed wealth management plans that focused

Trey Tally
Principal and Senior Fiduciary Officer
Diversified Trust
United States, Tennessee, Nashville
About Me
Profile Information
Principal and Senior Fiduciary Officer
Diversified Trust
Investment Team,Operations Team
Investor
Consultant
Nashville
Tennessee
United States
Oct 9, 2024
Work Experience
Diversified Trust
Senior Fiduciary Officer Jul 2013 - Present
Email: ttally@diversifiedtrust.com
More profiles to browse
Brook Lester
Managing Principal and Chief Wealth Strategist
Sam Graham
Chairman and Chief Executive Officer
LM
Lynda May
Senior Vice President
Lee Gibson
President, Principal & COO
You Might Like
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
JM
Justin Molina
Manager, Client Services
Wall Private Wealth
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc