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Sarah Thomas

About Sarah Thomas

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David P. Levy, CFP®
Chief Compliance Officer

David joined the Diversified team in 2007. In David’s role as Financial Planner, he focuses on comprehensive planning with clients to help them pursue their financial goals. Like all the planners at Diversified, David helps clients with a concierge approach to their plan and works closely with other industry professionals to bring the clients’ financial plan to completion—all […]

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