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Kate Sutton
Operations Specialist

Kate Sutton
operations@diversifiedllc.com
Phone: 302-765-3500

Kate joined the Diversified team in January of 2020. As an Operations Assistant, she helps clients with applications and account service items, in addition to providing outstanding client support. With a background in customer service, she understands the importance of client satisfaction and timely communication.

When out of the office, Kate spends a majority of her time practicing art, writing, and Aikido, as well as touring famous landmarks and visiting museums.

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Financial planning and Investment advisory services offered through Diversified, LLC. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Diversified, LLC are not affiliated companies.

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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