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Certified Financial Planners

The Diversified Team.

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Kate Sutton, FPQP®™
Paraplanner

37
Phone: 302-765-3500

Kate joined the Diversified team in January of 2020. As an Associate Planner, she helps clients prepare for their financial check ups 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.

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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