Aimee Conley, FPQP®™
Paraplanner
Aimee joined Diversified in March 2021 and currently serves as a Paraplanner, partnering closely with advisors Pete and Clark to support clients throughout the financial planning process. She assists with preparing client meetings, implementing and executing client request, and providing ongoing service to help ensure a seamless experience. Aimee is dedicated to building lasting client relationships and helping individuals and families work toward their financial goals.
Aimee earned her Bachelor of Science in Business Marketing from West Chester University in 2021 and has since obtained her Financial Paraplanner Qualified Professional™ (FPQP®) designation. She is committed to providing exceptional client service while continuing to expand her knowledge of financial planning and wealth management.
Aimee resides in West Chester, Pennsylvania. Outside of the office, she enjoys spending time with her family and friends.