Tom Cox

Tom Cox is Principal at Diversified Trust, based in the Charleston, South Carolina office. In his current role, he serves as a Relationship Manager, advising high-net-worth families on sophisticated wealth management strategies including investment management, trust and estate planning, and family office services.

He focuses specifically on serving private clients, particularly individuals and families with complex financial needs, leveraging investment solutions that span equities, fixed income, and alternative investments. Tom is deeply experienced in the private client and fiduciary sectors, having transitioned to Diversified Trust after his tenure as Private Client Manager at Bank of America and a long-standing career as a Trust Officer at US Trust.

Tom holds a Juris Doctor from the University of South Carolina School of Law and a bachelor’s degree from William & Mary, providing him with a strong legal and investment background. His notable achievements include his leadership role helping launch and build Diversified Trust's presence in South Carolina and his decades-long service supporting multi-generational wealth strategies for affluent families.