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Rob Lineberger

Rob Lineberger

Principal at Diversified Trust Co.

Nashville, TN , United States

About

Rob Lineberger serves as a Principal at Diversified Trust Company in Nashville, TN, where he is a key resource for the firm's estate, tax, and business planning, as well as probate administration. His current responsibilities include overseeing complex trust structures, advising on wealth transfer strategies, and guiding clients through multifaceted investment matters with an emphasis on trust and estate services.

Lineberger's sector expertise centers on estate planning, taxation, and fiduciary investment management, with additional focus on business succession and probate administration for high-net-worth individuals and family offices. He supports diversified client portfolios and tailored investment strategies that span public and private markets, with an emphasis on legal and regulatory compliance in wealth management.

Before joining Diversified Trust in 2000, Lineberger was a Partner at Miller & Martin PLLC, specializing in tax, probate, and estate planning, and previously practiced as an attorney at Watkins & McNeilly. He holds an LLM in Taxation from the University of Florida, a JD from The University of Memphis—Cecil C. Humphreys School of Law, and a bachelor’s degree in history from Auburn University.

Career History

OrganizationRoleDate RangeDetails
Diversified Trust CompanyPrincipalOct 2000 to Present
Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $6.5 billion of client assets under management. Our clients include individuals, multi-gen...
Miller & Martin PLLCPartnerJan 1995 to Sep 2000
Watkins& McNeillyAttorneyAug 1989 to Jan 1995

Education

University of Florida

Master of Laws (LLM), Taxation

1989 1990

The University of Memphis—Cecil C. Humphreys School of Law

Doctor of Law (JD), Law

1986 1989

Auburn University

Bachelor's degree, History

1981 1985

Skills & Expertise

Financial Analysis
Management
Corporate Law
Financial Planning
Investments
Civil Litigation
Financial Services
Finance
Leadership
Portfolio Management
Financial Modeling
Asset Management
Legal Writing

Others at Diversified Trust Co. (42)

NameRoleLocation
Ashley Thiem
Ashley Thiem
PrincipalSC , United States
B
Ben Hanson
Senior AssociateWinston-Salem, NC , United States
B
Bill Spitz
PrincipalNashville, TN , United States
B
Brad Crawford
PrincipalMemphis, TN , United States
Cameron Simmons
Cameron Simmons
PrincipalNashville, TN , United States
Carol Womack
Carol Womack
PrincipalNashville, TN , United States
Charles Wilson
Charles Wilson
Senior Vice President, Portfolio ManagerAtlanta, GA , United States
C
Cynthia Legette
PrincipalSC , United States
Frank Benton
Frank Benton
PrincipalNashville, TN , United States
Hadley Miller
Hadley Miller
PrincipalMemphis, TN , United States
Showing 1-10 of 42 team members

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