VP, Relationship Manager & Client Advisor
D: (786) 693-6060
Fax: (954) 707-6897
Diana Batchelor has more than 16 years of trust administrative and trust advisor experience including, Special Needs Trusts, Personal Trusts, Individual Retirement Accounts, Investment Agency Accounts and Estates. Diana’s career highlights include positions as Vice President and Trust Officer at Regions Bank and Trust Officer and Trust Administrator at Wachovia Bank.
Diana has worked with the full array of affluent and high net worth individuals, families, foundations and endowments. She has a very value-based and collaborative approach to working with private wealth managers. Diana works closely with our clients to meet their overall objectives and our Coral Gables Trust team, always ensuring proper implementation and a smooth work flow.
Diana has extensive involvement with Florida-based community and charitable organizations such as the Broward Estate Planning Council and Florida Voice for Development Disabilities. She graduated from the University of Sarajevo in 1984 with a B.A. in Architecture. Diana also completed the CFP program at Barry University.