A complete list of active advisors currently associated with Diversified Global Investment Strategies, LLC

Warmer can help you find a great advisor at Diversified Global Investment Strategies, LLC or one who fits your needs even better.

Diversified Global Investment Strategies, LLC serves individuals, business owners, qualified and non‑qualified retirement plans, trusts, and non‑profit organizations. The firm offers portfolio management (both discretionary and non‑discretionary), comprehensive financial and estate planning, and retirement‑plan consulting and benchmarking services. DGIS follows a consultative, team‑based "Dynamic Management Process" that begins with client fact‑finding, produces tailored recommendations, implements strategies via Raymond James and partner platforms, and provides ongoing monitoring. The firm uses five strategic asset‑allocation models, favors tax‑efficient ETFs in non‑qualified accounts and mutual funds in qualified accounts, and operates both model‑based allocations and a concentrated 30–40 position Global Portfolio; historically a substantial portion of assets have been managed on a non‑discretionary basis (approximately $18M of $55M reported). Notable features that distinguish DGIS from many peers include the principal’s dual role as a registered representative of Raymond James Financial Services and as a licensed insurance agent, meaning clients may access commissionable brokerage and insurance products in addition to advisory services. The firm sponsors the Ambassador asset‑based (wrap) program, provides access to separately managed accounts through Raymond James/RJCS, and places emphasis on retirement‑plan work and participant education, including periodic seminars and workshops through its RPAG affiliation.

To learn more about the advisors currently working at Diversified Global Investment Strategies, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Donald Pierini Jr.	Birmingham, AL	27

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