Adam Bailey, CFP®, MBA
Financial Planning Manager
Adam joined the Diversified team in June 2022 and currently works as the Financial Planning Specialist at the firm. In this role, Adam works directly with each of the financial advisors to build comprehensive, robust, and unique financial plans for each individual client. Adam is also an integral part of the Planning Team at Diversified and is responsible for implementing new strategies, ideas, and technologies in order to provide the best possible service and experience for Diversified clients.
Adam graduated from Widener University in 2021 with a BS in Finance and a minor in Economics, and in 2022 he obtained his MBA from Elizabethtown College with a concentration in Wealth Management. Outside of Diversified, Adam currently resides in Conshohocken, Pennsylvania. He spends much of his time outdoors, whether he is playing soccer, hiking, or relaxing at the beach. Adam is also an avid Philadelphia sports fan, as well as supporting Manchester United of the Premier League.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Financial planning and Investment advisory services offered through Diversified, LLC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Financial planning and Investment advisory services offered through Diversified, LLC.
