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