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David Levy, CFP®
Diversified, LLC

Tel: 302-765-3500
2200 Concord Pike
Suite 104
Wilmington, DE 19803
Diversified, LLC | Financial Advisor in Wilmington ,DE

Experience Lifelong Wealth


About David Levy

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.


About Diversified, LLC

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.

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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:   Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Tax Advice and Services, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals

Services

Investment Types:   Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Email, Via Phone, Our Office, Video Conference, Our Offices

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity

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
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Compliance

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


Office Hours

wiseradvisor-balck-li-img Mon. 7:30 AM - 5:30 PM
wiseradvisor-balck-li-img Tue. 7:30 AM - 5:30 PM
wiseradvisor-balck-li-img Wed. 7:30 AM - 5:30 PM
wiseradvisor-balck-li-img Thu. 7:30 AM - 5:30 PM
wiseradvisor-balck-li-img Fri. 7:30 AM - 4:00 PM

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