Mary Callis

Mary Frances Callis, J.D., CFP®, serves as Principal at Diversified Trust in Atlanta, Georgia, where she is responsible for client relationship management and is a member of the firm's Wealth Strategies Leadership Team. She specializes in comprehensive wealth management for high-net-worth individuals, families, foundations, and endowments. Her expertise covers a range of asset classes and sectors, with a particular focus on multi-generational planning, philanthropic strategy, and investment portfolio management tailored to her clients’ unique needs.

Mary brings over a decade of experience in the investment advisory industry. Prior to becoming Principal, she was Senior Vice President at Diversified Trust from 2018 to 2024. Earlier, she worked as a Financial Advisor at Morgan Stanley, where she advised clients on both traditional and alternative asset allocations, further honing her skills in the wealth management sector.

She holds a Juris Doctor from Emory University School of Law and a Bachelor of Arts in Political Science and Economics from Agnes Scott College. Recognized for her commitment to the investment community, she has also served on the board of ArtsATL and received internal firm recognition for her contributions to strategic wealth planning.