Mary Raymond

Mary L. Raymond, CFA, CFP®, is a Principal at Diversified Trust in Nashville, Tennessee, where she provides portfolio management services to both institutional and individual clients. She specializes in building tailored investment strategies, with a focus on asset allocation, risk management, and client-specific investment objectives, leveraging Common Trust Funds (CTFs), mutual funds, exchange traded funds, and limited partnerships.

Prior to her current role, Mary served as Senior Vice President at Diversified Trust and was previously an Institutional Portfolio Manager at Regions Bank, where she developed expertise in serving institutional and nonprofit investors. Her professional background demonstrates deep capabilities in multi-asset class portfolio construction and fiduciary advice for a diverse range of client needs.

Mary holds an MBA from Kaplan University and a B.B.A. in Marketing from Belmont University. Recognized for her thoughtful client service and authority in personal and institutional wealth management, she actively educates clients and the public through published thought leadership on investment vehicles and emotional aspects of retirement planning.