Diversified Capital Wealth Management, LLC

Timothy Banks is a financial advisor at Diversified Capital Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial LLC and SII Investments. Diversified Capital Wealth Management, LLC provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and investment company clients. The firm typically uses third-party managers and primarily manages assets on a non-discretionary basis, while also offering discretionary management when authorized.

Michael Palmisano is a financial advisor at Diversified Capital Wealth Management, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research, Inc. and Diversified Capital Management, Inc. In addition to his advisory role, Palmisano is an independent insurance agent and a notary public. Diversified Capital Wealth Management, LLC provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm often employs third-party managers and primarily offers non-discretionary advisory services, allowing clients to retain final trading authority.