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Michael R

Series 63, Series 65

Lewes, DE

Diversify Advisory Services, LLC

Michael Redmond is a financial advisor at Diversify Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Kestra Advisory Services, WFG Investments, and Equity Services. Outside of his advisory role, he coaches a youth baseball team in Townsend, DE. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and consulting services with an investment approach that emphasizes tactical diversification and customized asset allocation.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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Laura B

Series 65

Lewes, DE

Diversify Advisory Services, LLC

Laura Balback is a Series 65-licensed financial advisor with eight years of industry experience. She is currently with Diversify Advisory Services, LLC and has previously worked at DFPG Investments, LLC, CWM Advisory, LLC, SCF Investment Advisors, Inc., and Creative Wealth Management, LLC. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and consulting services with an investment approach focused on tactical diversification and individualized asset allocation tailored to client goals and risk tolerance.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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Eddie G

Series 63, Series 66

Lewes, DE

Diversify Advisory Services, LLC

Eddie Ghabour is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 66 licenses and 28 years of industry experience. His career includes roles at Diversify Wealth Management, DFPG Investments, Kestra Advisory, WFG Advisors, and National Life of Vermont. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, discretionary and non-discretionary portfolio management, corporate consulting, retirement-plan fiduciary services, and family office services, using a tactical diversification approach tailored to client goals, time horizons, and risk tolerance.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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David A

Series 65

Lewes, DE

Diversify Advisory Services, LLC

David Ali Jr. is a financial advisor at Diversify Advisory Services, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms including SEI Private Trust Company and Kestra Advisory Services, LLC. Before entering financial services, he was involved with Fusion Gyms for one year. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners, offering financial planning, portfolio management, and family office services. The firm employs a tactical diversification approach with individualized asset allocation and provides a variety of investment strategies and flexible fee arrangements.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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Charles C

Series 63, Series 65

Lewes, DE

Diversify Advisory Services, LLC

Charles Campbell is a financial advisor at Diversify Advisory Services, LLC with six years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Diversify Wealth Management, DFPG Investments, Key Advisors Group, and Walton Corporation. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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Joseph G

Series 66

Lewes, DE

Diversify Advisory Services, LLC

Joseph Ghabour is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at DFPG Investments, Kestra Advisory, Kestra Investment Services, WFG Investments Inc, and Equity Services, Inc. He is based in Lewes, Delaware. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of investment models and access to alternative strategies, along with flexible fee structures for planning and consulting services.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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