Suzanne Wilcox

Suzanne C. Wilcox, CPA, CFP®, is a Principal at Diversified Trust in Greensboro, NC, where she leads the financial advisory and estate planning practice for the office. With over a decade at Diversified Trust, she specializes in providing customized wealth management, multigenerational planning, and comprehensive estate solutions for high-net-worth individuals and families. Her primary focus is on advisory services related to estate, tax, and retirement planning, with a particular emphasis on holistic financial strategies, education funding, and philanthropic giving.

Prior to joining Diversified Trust in 2011, Suzanne served as a Wealth Planning Strategist at Wells Fargo and as Vice President at U.S. Trust Company, where she gained significant experience in private client advisory and fiduciary services. Throughout her career, Suzanne has developed specialized expertise in addressing the financial needs of individuals, families, and closely held business owners across a wide range of asset classes, including equities, fixed income, alternative investments, and specialized trust assets.

Suzanne holds a Bachelor of Science in Accounting from Wake Forest University and is both a Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®). She is recognized in the Greensboro financial community for her leadership and commitment to client service, and she serves as an advisor to local philanthropies, furthering her impact beyond her professional practice.