Adam Bailey
Financial Planning Specialist

adam@diversifiedllc.com

Phone: 610-627-5920

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.

Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. The content on this website is not intended to provide tax, legal, or accounting advice, and you are advised to seek out qualified professionals that provide advice on these issues for your individual circumstances.

Diversified, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Diversified only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified does not provide tax or legal advice and individuals should seek the advice of their own tax or legal advisors for specific information regarding their situations. Investments in securities involve risk, including the possible loss of principal. The information on this website is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.

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