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DIVERSIFIED WEALTH MANAGEMENT

DIVERSIFIED WEALTH MANAGEMENT

  • description Description
    As an independent financial firm, we take a full service approach to Financial Planning and Wealth Management in order to help people pursue their financial goals. Please visit our website, l...

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  • Employees count Employees 1-10
  • Revenue Revenue 25 Million to 50 Million
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Diversified Wealth Management Org Chart and Mapping

Employees

Christopher Maclennan

VP of Portfolio Management and Partner

Christopher Maclennan

Vice-President Portfolio Management and Partneqr

Christopher Beck

Independent Financial Advisor and Director of Planning Services

Andie Evans

Administrative Assistant

Greg Bowar

Vice President - Partner

Peter Zvanovec

Vice President of Client Planning Services

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  • Phone number  :  (***)-***-****
  • Email  :  j****@diversifiedwealthmanagement.com

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