Sara Schultz

Sara Schultz is a Senior Associate at Diversified Trust in Nashville, TN, where she plays a key role in managing client relationships and supporting trust account administration. Her responsibilities include working with high-net-worth individuals and families to provide tailored fiduciary solutions in trust management and wealth preservation. She collaborates with portfolio managers and team members to implement investment strategies focused on client objectives.

Sara’s investment practice centers around personal trusts, estates, and multi-asset portfolios, with specific expertise in private trusts and the financial needs of individual and family clients. Her background includes substantial operational experience and relationship management in banking, having previously served as Operations Manager, Assistant Trust Officer, and Relationship Manager at Farmers & Merchants Bank & Trust, as well as a Senior Officer in the U.S. Army Reserve where she developed strong leadership and organizational skills.

Sara holds an M.B.A. in Business Administration from St. Ambrose University and a B.A. in Economics from the University of Iowa, alongside advanced trust education from Cannon Financial Institute. Her comprehensive expertise in trust fundamentals, combined with her professional experience, positions her as a valuable contributor to Diversified Trust’s client-focused investment and fiduciary services team.