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’ scheduling coordinator. 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.
When you contact Diversified Estate Services, Lisa is likely the first person you’ll speak to. With roles in both reception and marketing, Lisa’s main focus is to make the clients feel welcome and comfortable.
Previously, Lisa was a property and casualty insurance producer. Her decision to become licensed in other areas and learn more about the financial side of the industry, led her to join Diversified Estate Services.
Andrea DeLucia focuses on helping individuals close to or in retirement create income strategies that will support them in their post-paycheck years.
Andrea joined Rick Parkes, her close family friend, to help manage the growth of Diversified Estate Services. Since then she has earned a top insurance producer award from a field marketing organization in 2015 and was a recipient of Security Benefit’s Advisor Excellence award in 2014.
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. In his early career, Dan devoted himself to non-profit organizations to satisfy his passion for education and giving back to the community. This still holds true as he now enjoys volunteering alongside his wife and son in the Holly Springs and Apex area. Dan has a Master of Business Administration degree.
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.
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