Michelle Diamond is Chief Development Officer & Executive Director of Regional Markets. She joined the Cumberland Trust team in 2001, at the firm’s founding. At Cumberland’s start, Michelle, a Trust Officer, helped to establish the open architecture platform that focuses on helping families and forming partnerships with advisors. Early on, she developed the Special Needs Trust group, now a part of Distinctive Care, serving the needs of client family members with disabilities. As Cumberland Trust grew, Michelle developed the blueprint for expansion into regional markets and she worked to open our nine regional offices. Currently, Michelle manages the business development team, who work in Cumberland Trust’s headquarters and in each of its regional offices. She is responsible for overseeing the development team and its new trust opportunities.
Prior to joining Cumberland Trust, she was a Trust Officer at First Tennessee providing account and administration support to families in the areas of personal trust, employee benefits, and investment management.
Michelle holds a B.A. in Business Administration from Hanover College in Hanover, Indiana. She was awarded the Certified Trust and Financial Advisor Designation (CTFA) and is a graduate of Cannon Trust School, through Cannon Financial Institute.
Michelle is a regular speaker for industry-related events nationwide, and she has been published in The Tennessean.
Cumberland Trust offers a unique team approach alternative to traditional trust companies. We recognize that many individuals and their families have long-standing relationships with financial advisors, attorneys and accountants. We respect these relationships and welcome the opportunity to provide estate and/or trust administration, while working with the investment management and other professional advisors you choose. Our focus is on the beneficiaries, their needs and their values rather than on managing assets. We have provided professional, comprehensive trust and estate administration services for more than fifteen years and have been named executor and/or trustee by many families searching for an alternative to naming a family member. We are headquartered in Nashville, Tennessee and have seven additional offices across the southeast in Atlanta, Austin, Chattanooga, Dallas, Knoxville, Memphis, St. Louis, and Tampa.
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What Is a Special Needs Planner?
40 Burton Hills Blvd.
Nashville, TN 37215
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Michelle Diamond is Chief Development Officer & Executive Director of Regional Markets. She joined the Cumberland Trust team in 2001, at the firm’s founding. At Cumberland’s start, Michelle, a Trust Officer, helped to establish the open architecture platform that focuses on helping families and for...