About
Cameron Simmons is Principal at Diversified Trust in Nashville, where she provides experienced financial guidance to multi-generational families and individuals, focusing on wealth management, estate and retirement planning, investment management, and lending strategies. Her role emphasizes complex, high-net-worth advisory services with a particular focus on preserving and growing substantial assets for clients in the Southeast region. She works closely with clients to deliver tailored solutions across public and private markets, often involving multi-asset portfolios.
With over 27 years in private banking, Simmons previously served as Executive Director and Banker at J.P. Morgan Private Bank and spent much of her career as Senior Vice President, Private Bank at Regions Bank. Her expertise extends across investment management, credit solutions, and comprehensive advisory services for affluent families and individuals, making her a trusted resource in the private wealth management industry.
Simmons holds a Bachelor of Arts from Louisiana State University and is actively involved in the community, serving on the boards of the YWCA and The Women’s Fund of the Community Foundation of Middle Tennessee. Her distinguished career is marked by a deep commitment to client outcomes and notable leadership in Nashville’s private wealth sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Diversified Trust | Principal | May 2023 to Present | Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $9 billion of client assets under management. Diversified Trust was founded in January, 199... |
| J.P. Morgan Private Bank | Executive Director, Banker | Aug 2021 to Apr 2023 | — |
| Regions Bank | Senior Vice President Private Bank | Jan 1995 to Aug 2021 | Private Banking Relationship Manager |
Education
Louisiana State University
1987 — 1991
Skills & Expertise
Others at Diversified Trust Co. (42)
| Name | Role | Location |
|---|---|---|
| Principal | SC , United States | |
B Ben Hanson | Senior Associate | Winston-Salem, NC , United States |
B Bill Spitz | Principal | Nashville, TN , United States |
B Brad Crawford | Principal | Memphis, TN , United States |
| Principal | Nashville, TN , United States | |
| Senior Vice President, Portfolio Manager | Atlanta, GA , United States | |
C Cynthia Legette | Principal | SC , United States |
| Principal | Nashville, TN , United States | |
| Principal | Memphis, TN , United States | |
J Jack Dalrymple | Senior Associate | Nashville, TN , United States |