Meet Our Team
Search by department, office location, or name to connect with the right member of our team.
At Diversified LLC, our team brings together experienced financial advisors, tax professionals, investment specialists, and operational experts dedicated to delivering coordinated financial guidance. With offices across the country, our professionals work collaboratively to help individuals, families, and business owners pursue long-term financial success.
Use the directory above to search by department, office location, or team member name.
Our Team Includes
- Financial Advisors and Wealth Managers
- Tax Professionals and CPAs
- Investment Specialists
- Financial Planning Professionals
- Client Service and Operations Team
- Executive Leadership
Serving Clients Nationwide
Diversified LLC has team members located across multiple offices, including:
- Wilmington, Delaware
- Wayne, Pennsylvania
- Pittsburgh, Pennsylvania
- West Chester, Pennsylvania
- Alpharetta, Georgia
- Ann Arbor, Michigan
- Northampton, Massachusetts
- Birmingham, Alabama
Our team also serves clients virtually nationwide.