Menu

Stephen Wildman, CFP®
Vice President of Sales and Planning

18
stephen@diversifiedllc.com
Phone: 610-627-5920

Steve Wildman serves as Vice President, Sales and Planning at Diversified. Throughout his career in financial services, Steve has operated in various roles in different product lines. Prior to joining Diversified, Steve worked as Director of Sales at Prudential, where he led a national organization of retirement professionals and leaders of people. Steve has operated on both the retail and wholesale sides of the industry with focuses on asset management, individual and group retirement, and insurance platforms.

Steve believes that companies like Diversified exist to provide Americans and their families with financial guidance and security during all stages of their lives. He uses his diverse work experience to lead, coach and educate individuals within his organization, ensuring they are always keeping their clients top of mind.

Steve graduated from Penn State University, University Park, in 2004. Steve resides in Havertown, Pennsylvania with his wife, Claire, and their son, Stanley. In his spare time, Steve enjoys spending time with his family, yard work, golfing, and passionately (frequently painfully) cheering on Philadelphia sports teams.

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.

www.finra.org | www.sipc.org | Privacy Policy

Join us for a live investment webinar on January 8th:

Register Here
X
Diversified LLC