Special Needs Answers
Northwestern Mutual Investment Services, LLC.
Kaci is a special needs mom and advocate. She loves walking this planning journey with other families, creating a safe & supportive environment to elevate advocacy for their loved one together. Kaci's team helps exceptional families navigate the complexities of special needs ... (read more)
Terrell Investment Management of Raymond James
Henry is a special needs financial planner and financial advisor at Raymond James in Nashville. Henry holds his Certified Financial Planner™ certification He provides a cohesive vision to help ensure client needs, wants, and wishes are met with as much certainty and as l... (read more)
Cumberland Trust
Michelle Diamond is Chief Development Officer & Executive Director of Regional Markets. She joined the Cumberland Trust team in 2001, at the firm’s founding.
Cumberland Trust
Debbie Schultz is Vice President and Director of Special Needs Trust Administration at Cumberland Trust. Debbie joined Cumberland Trust in 2021.
Kaci is a special needs mom and advocate. She loves walking this planning journey with other families, creating a safe & supportive environment to elevate advocacy for their loved one together. Kaci's team helps exceptional families navigate the complexities of special needs financial planni...
(615) *** ****
Henry is a special needs financial planner and financial advisor at Raymond James in Nashville. Henry holds his Certified Financial Planner™ certification He provides a cohesive vision to help ensure client needs, wants, and wishes are met with as much certainty and as little risk as possi...
(615) *** ****
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...
(615) *** ****
Debbie Schultz is Vice President and Director of Special Needs Trust Administration at Cumberland Trust. Debbie joined Cumberland Trust in 2021. She oversees the Special Needs Trust Administration department and manages a growing team of trust officers, administrators, and specialists focused on providing excellent cli...
(615) *** ****
