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Thomas Ervin, CFP®, CTS™ Lifelong Financial Advisor

Thomas Ervin
Tom@diversifiedllc.com
Phone: 302-765-3500

Tom joined the Diversified, LLC team in October 2011. He currently is the Senior Associate Planner to Andrew Rosen. In his role he is an integral piece in building financial plans, preparing for Financial Check Ups, tax planning, and maintaining Diversified’s first class client experience.

In May 2013, Tom graduated from Widener University with a B.S. in Economics and a minor in Accounting. With plans to become a Financial Advisor, Tom became a licensed Life & Health Insurance producer in January 2014, earned his Series 7 in May 2014, Series 65 in April 2016 & Series 63 in August 2016. In April 2022 Tom received his CERTIFIED FINANCIAL PLANNER™ designation.

Outside of the office, Tom enjoys photography, traveling and Philadelphia sporting events—an avid fan of the 4 major Philadelphia sports teams.

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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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