Adam Bailey
Investment Operations Analyst

adam@diversifiedllc.com

Adam joined the Diversified team in June 2022 as an Investment Operations Analyst. In this role, Adam facilitates the relationship between the Investment and Planning teams and assists in preparing the investment side of financial plans.

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.

Adam Bailey
Investment Operations Analyst

DE

PA

AL

MA

GA

Adam Bailey Investment Operations Analyst

DE

PA

AL

MA

GA

Adam Bailey
Investment Operations Analyst