David P. Levy, CFP®Chief Compliance Officer
David joined the Diversified team in 2007. In David’s role as Financial Planner, he focuses on comprehensive planning with clients to help them pursue their financial goals. Like all the planners at Diversified, David helps clients with a concierge approach to their plan and works closely with other industry professionals to bring the clients’ financial plan to completion—all in an effort to give the client the best possible service and peace of mind.
David graduated in 2007 from the University of Delaware with a B.S. in Leadership and continued his industry education by obtaining his series 7, 63, 65, health and life insurance licenses, as well as the CERTIFIED FINANCIAL PLANNER™ designation.
Every year since 2010, David has won the Five Star Wealth Advisor award in Philadelphia and Delaware for his overall client satisfaction. Adding value to both the team and the clients, David is happy to be a part of the Diversified family.
Outside of Diversified, David is a member of the DuPont Country Club where he enjoys playing golf and resides in Philadelphia, Pennsylvania with his wife, Alicia, and their son Mason.
WiserAdvisor Disclosure: Members of WiserAdvisor must be fee-based or fee-only, have a clean SEC or FINRA record and have minimum of five years of experience in investment and financial planning.