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Amy S

Series 63, Series 65

Littleton, CO

Diversify Advisory Services, LLC

Amy Simmons is a financial advisor at Diversify Advisory Services, LLC with 16 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Baird, TD Ameritrade, and Scottrade Inc. Outside of her advisory role, she also works as a delivery driver for DoorDash on a limited basis. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers a range of financial planning, portfolio management, and consulting services, using a tactical diversification investment approach 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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