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Matt Stack, CFP®
Senior Wealth Advisor

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matt@diversifiedllc.com
Phone: (770) 765-1967
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Matt joined the financial advisory business in 2008 as a financial advisor with Equitable Advisors.  Having experienced and lived through the Global Financial Crisis of 2008 Matt learned quickly the value of having a financial plan and the importance of being a financial quarterback for his clients.  This experience solidified his desire to bring financial literacy and education to the masses.  Following up on his experience with Equitable Advisors Matt joined SEI Investments, a large Asset Management Firm.  In his 13 years at the firm Matt assisted investment advisors, investment managers, institutional investors and affluent individuals to create and manage wealth.  Looking to align his core values and experience with a firm in order to continue helping individuals and families, Matt then joined Diversified. 

Matt graduated in 1998 from the University of Vermont with a B.S. in Applied Economics with a focus on Small Business as well as a minor in Consumer Marketing and Advertising.  His industry education has led to Matt obtaining the CERTIFIED FINANCIAL PLANNER™ designation.

Outside of Diversified Matt is an avid fisherman, golfer, and husband and father to his wife Amanda and children Carter and Morgan. 

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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