Ms. Mary Frances Callis

Diversified Trust

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Mary Frances Callis is a Relationship Manager in the Atlanta office of Diversified Trust and is a member of the firm’s Wealth Strategies Leadership Team. She brings to Diversified Trust extensive experience in the development and implementation of sophisticated wealth transfer plans, philanthropic planning, family governance, and trust and estate administration. Prior to joining Diversified Trust, she served in relationship management roles at Morgan Stanley and GenSpring Family Offices. She began her career as an attorney at The Bowden Spratt Law Firm, a boutique estate planning law firm in Atlanta.

Mary Frances received a Bachelor of Arts in Economics and Political Science from Agnes Scott College and her Juris Doctor from Emory University. In addition, she holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. She is a member of the Atlanta Estate Planning Council, the Atlanta Bar Association, the Georgia Bar Association and the Atlanta Charitable Advisors Network.  Mary Frances is passionate about the arts and currently serves on the board of The Do Good Fund, a public collection of contemporary photography from the American South.