Diversified Estate Services is an independent financial advisory firm serving clients throughout North Carolina. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
The Great Recession of the late 2000s caused a shift in Certified Financial Planner™ Radon Stancil’s approach to helping people prepare for retirement.
Though many of Radon’s clients did not lose anything in the downturn of 2008, they did experience anxiety and confusion. This influenced Radon to shift his role from a financial planner to that of a financial coach; frequently adjusting his clients’ financial strategies to adapt to the changes in their lives.
Rick Parkes has been helping pre-retirees and retirees sleep better for 35 years. No, he is not a pharmacist or a doctor; he is a financial consultant and best-selling author whose strategy for helping his clients achieve financial protection has found its way into television, radio and print.
The way Rick sees it, what’s the use of being retired if you don’t have reassurance about your money?
Murs is an advisor with Diversified Estate Services who has been in the financial services industry since 2010.
After graduating from North Carolina State University with a degree in Business Finance, Murs worked as a Personal Banker at Wells Fargo where he put his interest in personal finance to use. In 2011, he joined the Diversified Estate Services team.
Morgan is Diversified Estate Services’ business development manager. In her role, she focuses on delivering excellent client communication and engagement.
Morgan joined the financial service industry after a career in human resources where she specialized in educating management teams on providing customer service excellence. Her desire to further fuel her passion for helping clients receive incredible service led her to Diversified Estate Services.
Dan is the Director of Client Services and the latest member to join the DES team. Dan’s background includes many years at a large pharmaceutical company where he held various roles as a consultant and spent his time focusing on customers and getting to the core of meeting clients’ needs. Dan holds a life and annuity license in North Carolina and is available to answer clients’ questions.
Lara serves as the executive assistant at Diversified Estate Services. Along with welcoming our clients, Lara also holds an NC Insurance license allowing her to assist in servicing client accounts.
Her experience in helping others includes working with adults and children diagnosed with Autism Spectrum Disorder.
Originally from Maryland, Lara was drawn to the Raleigh area by way of Meredith College. She enjoys her friends, reading and loves to explore all that Raleigh has to offer (especially the restaurants!).
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 919-787-8866 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
This helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your name, email address, and phone number below to request your free copy.
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