Cameron Simmons
Diversified Trust Company
Nashville, Tennessee
Contact
How to contact
Csimmons@diversifiedtrust.com or 615-386-7302
Professional Profile
Call Me When
You’re a business owner or family preparing for a liquidity event — or adjusting to life after a sale — and want a thoughtful partner to help align wealth, family priorities, and legacy planning..
Professions
Wealth Manager
Functional Expertise
Cash management
Charitable giving
Culture
Estate planning
Family business
Investments
Retirement
Strategic planning
Trusts
Professional Certification
I hold the Series 7 and 63 licenses as well as the Certified Wealth Strategist designation
Transition Planning Certification or Methodology
I focus on an integrated planning approach — aligning business decisions with personal wealth, estate planning, and family considerations to support successful ownership transitions.
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Client Results
Clients gain clarity and confidence around complex decisions — knowing their financial strategy supports not just today’s goals, but their family and legacy over time.
Chapter information
Membership
Nashville Individual
Member since
New Member
Why I'm a Member of XPX
I believe owners are best served when their team of advisors work together, think long term, and put relationships ahead of transactions. XPX creates that kind of environment, and that’s why I’m excited to be involved.
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