Diversified, LLC

Thomas Ervin is a CFP® professional with 11 years of industry experience. He is currently affiliated with Diversified, LLC and has previously worked at Purshe Kaplan Sterling Investments and Securities Service Network, Inc. In addition to his advisory role, he is a licensed insurance agent. Diversified, LLC provides investment advice and financial planning services to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, portfolio management, and retirement plan advisory, utilizing a two-phase planning process and a range of third-party managers and platforms tailored to clients’ objectives and risk tolerances.

David Levy is a CFP® certificant with 18 years of experience in the financial advisory industry. He is currently with Diversified, LLC, where he has worked since 2007, including time at affiliated entities, and previously held positions at Purshe Kaplan Sterling Financial and Securities Service Network. Outside of his advisory role, Levy is involved in managing an affiliated tax services firm, Diversified Tax, where he participates in business growth and decision-making. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm employs a two-phase planning process with tailored asset allocation strategies and utilizes third-party managers and platforms to support client portfolios, while also offering affiliated insurance and tax services.

Tyler Procacci is a CFA® charterholder with seven years of experience in the financial services industry. He is currently with Diversified, LLC and previously worked at NexWealth, LLC, The Vanguard Group, Inc., Penn Liberty Bank, and Temple University. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm uses a two-phase planning process and tailors asset allocation and diversification strategies to clients’ objectives and risk tolerances, often incorporating third-party managers and platforms for various client needs.

Matthew Stack is a CFP® with 17 years of industry experience, currently serving at Diversified, LLC. He previously worked at SEI Investment Distribution Co and SEI Investment Management Corporation for 13 years. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm follows a two-phase planning process and tailors asset allocation strategies to clients’ objectives, routinely using third-party managers and platforms.

Andrew Rosen is a CFP® with 22 years of industry experience, currently serving at Diversified, LLC. He has held roles at Purshe Kaplan Sterling Financial and Securities Service Network prior to his current position. Outside of his advisory work, Rosen is involved in several related business ventures including partnerships in insurance and tax services firms, as well as a leadership role in an accounting entity. Diversified, LLC provides comprehensive investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm employs a two-phase planning process and leverages third-party managers and platforms to tailor asset allocation and diversification strategies according to client goals and risk tolerance.

James Pollock is a CFA® charterholder with 20 years of industry experience. He is currently with Diversified, LLC and previously led Pollock Investment Advisors, LLC for 16 years. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm employs a two-phase planning process and tailors asset allocation strategies to clients’ objectives, utilizing third-party managers and platforms alongside in-house services.

Anthony Barbosa is a financial advisor at Diversified, LLC with a Series 65 designation and one year of industry experience. Prior to joining Diversified, he worked at Walgreens for four years and spent six years in a high school setting. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, portfolio management, retirement plan advisory, and utilizes third-party managers and platforms to tailor asset allocation and diversification strategies to clients’ objectives and risk tolerances.

Michael Fisher is a CFP® professional with 22 years of experience in financial advising. He is currently with Diversified, LLC and has previously worked at Lincoln Investment Planning, Inc. and Securities Service Network, LLC. Outside of advising, he serves on the board of directors and oversees operations at Diversified Insurance, LLC. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm offers a multi-tiered planning process, discretionary and non-discretionary portfolio management, and utilizes third-party managers and platforms to tailor strategies to clients’ objectives and risk tolerances.

Clark Schweitzer is a CFP® professional with 14 years of industry experience. He is currently with Diversified, LLC and has previously worked at SEI Investments Management Corp and SEI Investments Distribution Company. Schweitzer holds Series 63 and Series 65 licenses. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm uses a two-phase planning process and tailors asset allocation to clients’ objectives and risk tolerances, often employing third-party managers and platforms to support its services.

Jacob Foster is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Diversified, LLC. Prior to joining the firm, he spent eight years in the transportation sector with Foster Transportation. Diversified, LLC offers investment advice and financial planning to a broad client base, including individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm employs a two-phase planning process and integrates third-party managers and platforms to tailor asset allocation and diversification strategies according to client objectives and risk tolerances.

William Torrance is a financial advisor with Diversified, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at Brookstone Wealth Advisors, IAMS Wealth Management, and Pinnacle Financial Services. Outside of advising, he is a shareholder in GRC LLC, a gas station lease business. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm employs a two-phase planning process with tailored asset allocation strategies and utilizes third-party managers and platforms for a range of client needs.

Nicklaus Areddy is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Diversified, LLC. He previously worked for Pollock Investment Advisors LLC for 13 years. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, portfolio management, retirement plan advisory, and access to third-party managers and platforms, tailoring strategies to clients’ objectives and risk tolerances.

Stephen Wildman is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Diversified, LLC and has prior experience at Prudential Insurance Company of America and ADP. He holds Series 63 and Series 66 licenses and has been an independent licensed insurance agent, though he is currently not actively selling insurance products. Diversified, LLC provides investment advice and financial planning to a wide range of clients, including individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm offers multi-tiered financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory, utilizing a two-phase planning process tailored to clients’ objectives and risk tolerances.

Scott Bruce is a CFP® with 19 years of industry experience. He is currently with Diversified, LLC and has previously worked at Geneos Wealth Management Inc, Commonwealth Financial Network, and Integrity Wealth Consulting. He is also an independent insurance agent licensed in Pennsylvania, focusing on life, health, disability, and long-term care insurance. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm employs a two-phase planning process and tailors asset allocation and diversification strategies to clients’ objectives and risk tolerances, utilizing third-party managers and platforms as needed.

Martin Mcguire is a CFP® with 20 years of experience in financial advising. He is currently with Diversified, LLC and has previously worked at Marca Life Planning, Marca Financial Planning Services, and Triad Advisors, Inc. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm uses a two-phase planning process and tailors asset allocation strategies to client objectives, offering a range of services including discretionary portfolio management and participation in third-party platforms.