David joined the Diversified team in 2007. In David's role as Financial Planner, he focuses on comprehensive planning with clients to help them pursue their financial goals. Like all the planners at Diversified, David helps clients with a concierge approach to their plan, and works closely with other industry professionals to bring the clients financial plan to completion; all in an effort to give the client the best possible service and peace of mind. David graduated in 2007 from the University of Delaware with a B.S. in Leadership, and continued his industry education by obtaining his series 7, 63, 65, health and life insurance licenses as well as the CERTIFIED FINANCIAL PLANNER® designation. David has won the Five Star Wealth Advisor award in Philadelphia and Delaware every year since 2010 for his overall client satisfaction. Adding value to both the team and the clients, David is happy to be a part of the Diversified family. Outside of Diversified, David is a member of the DuPont Country Club where he enjoys playing very average golf.
Wealth is a good thing. Lifelong wealth is even better.
At Diversified, our clients know that while life isn't without change and challenge, it's how
they manage it that makes all the difference. They also know that they need to surround
themselves with people who truly care about them. As a local family business serving
executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the
opportunity to be included in your circle of trusted advisors. We realize we'll need to earn
it, and once we do, we promise to keep it.
Lifelong Wealth® is the pursuit of financial security to enjoy a meaningful life. For us, the
keyword here is "lifelong". Lifelong Wealth gives families the opportunity to live well, while
planning to achieve a level of happiness. For your life, living well happens through an
intentional, lifelong approach which includes:
1. Knowing you have a lifelong financial planning process in place; lifelong advice.
2. Having a trusted advisory team to implement your plan.
3. Constant review and help on your path to lifelong wealth.
At Diversified, we are Lifelong Financial Advisors. We embrace the concept of lifelong
financial planning with the expert team to support it.
General Information |
| Firm Start Year: | 1976 | |
| No. of Employees: | 20-49 | |
| Number of Years with Current Firm: | 14 |
| Work with the following types of clients: | Individual Investors, Businesses, Non-Profit Organizations |
| Advisory Services Provided: | Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts |
Services |
| Investment Types: | Mutual Funds, Bonds, Stocks, Annuities, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Email, Our Offices, Video Conference, Phone, Our Office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Annuity, Health, Life, Variable Annuity, Variable Life, Long Term Care |
Firm Information |
| Firm's Number of Clients: | 1000 |
| Assets Managed by Firm: | 1,000,000,000 |
| Assets Managed by Advisor: | Over $1B |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Based on Assets, Flat Fee |
Education |
| Bachelor of Science - Leadership | University of Delaware
- Newark, Delaware - |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. https://diversifiedllc.com/wp-content/uploads/2022/03/Part-2A-Current-Version.pdf |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
| Mon. | 7:30 AM - 5:30 PM |
| Tue. | 7:30 AM - 5:30 PM |
| Wed. | 7:30 AM - 5:30 PM |
| Thu. | 7:30 AM - 5:30 PM |
| Fri. | 7:30 AM - 4:00 PM |
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