Jeffrey Alan Carson
Senior Vice President - Lead Wealth Strategist and Senior Fiduciary Officer
Since 2018, Jeffrey Alan Carson has been working in Diversified Trust based 265, 265. This person is a well-qualified Senior Vice President - Lead Wealth Strategist and Senior Fiduciary Officer with over 16 years of work experience. According to Jeffrey's CV and work profile, the professional has worked at more than six places with diverse backgrounds and gained different skills. Jeffrey attended school at the University of Miami School of Law from 2006 to 2007. Jeffrey can be found in Cleveland, Tennessee – where this expert currently lives. You can search for this expert's email address and phone. We can also provide you additional contact information upon request.
Name variants:
Jeffery Carson,
Geoffrey Carson,
Jeff Carson
Last updated May 25, 2024
Contact Information
Last Update
Jul 14, 2022
Email
je**@bellsouth.net, ca**@alltel.net, ca**@blackplanet.com
Location
Cleveland, TN
Company
Workplace
Senior Vice President - Lead Wealth Strategist and Senior Fiduciary Officer
Memphis, TN
Industry
Financial Services
Colleagues
Work History
Senior Vice President - Lead Wealth Strategist and Senior Fiduciary Officer
6075 Poplar Ave SUITE 850, Memphis, TN 38119
I serve as Senior Fiduciary Officer for Diversified Trust responsible for the firm-wide oversight and management of the Firm's fiduciary related products and service offerings. I am also the...
from Jan 2018
Vice President - Wealth Advisory Services
50 south La Salle St, Chicago, IL 60603
May 2007 — Mar 2014
Assistant Legal Counsel
1401 Livingston Ln, Jackson, MS 39213
Jan 2003 — Oct 2005
Education
2006 — 2007
1997 — 2000
1991 — 1995
Occupations
Executive
Senior Vice President
Lawyer
Fiduciary
Accountant
Finance and Accounting Specialist
Vice President
Chief Executive
Trust Law Attorney
Lawyer
Accounting Bookkeeper
Bookkeeper
Skills
Estate Planning
Trusts
Wealth Management
Strategy
Litigation
Legal Research
Investments
Strategic Planning
High Net Worth Individuals
Corporate Law
Legal Writing
Wealth
Real Estate
Leadership
Wealth Management Services
Tax
Asset Management
Insurance
Civil Litigation
Asset Protection
Trust Services
Contract Negotiation
Risk Management
Estate Administration
Negotiation
Asset Managment
Charitable Gift Planning
Multi Generational Wealth Transfer
Special Needs Trusts
International Tax Consulting
Elder Law
Philanthropy
Trust
Investment Management
Estate Settlement
Trust Administration
Probate
FAQs about Jeffrey Alan Carson
What is the main profession of Jeffrey Alan Carson?
Jeffrey is a Senior Vice President - Lead Wealth Strategist and Senior Fiduciary Officer.
What jobs is Jeffrey a professional at?
Jeffrey Alan Carson is proficient at such jobs as Executive and Senior Vice President.
Where is Jeffrey Alan Carson currently located?
Jeffrey Alan Carson is currently located in Cleveland, Tennessee.
Does the expert have the email address?
je**@bellsouth.net and ca**@alltel.net is The expert's email address.
Where did Jeffrey Alan Carson work?
This person worked at Diversified Trust, U.s. Trust.
Where has Jeffrey Alan Carson studied?
Jeffrey studied at the University of Miami School of Law from 2006 to 2007.
What languages does Jeffrey Alan Carson speak?
Jeffrey Alan Carson speaks English.
Are there any industries, that Jeffrey Alan Carson is connected to?
Jeffrey works in Financial Services industry.