Colleen McGeehan's Professional Contact Details

HQ
+1 302-765-3500
Location
Wayne, Pennsylvania

Colleen McGeehan's Current Company Details

We provide intimate, intricate financial planning for busy executives and professionals. Our clients appreciate the value of a comprehensive planning process but lack the time or resources.Please note, the info...
We provide intimate, intricate financial planning for busy executives and professionals. Our clients appreciate the value of a comprehensive planning process but lack the time or resources.Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. The content on this website is not intended to provide tax, legal, or accounting advice, and you are advised to seek out qualified professionals that provide advice on these issues for your individual circumstances.Diversified, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Diversified only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Diversified's current written disclosure brochure which discusses, among other things, the firm's business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. Diversified does not provide tax or legal advice and individuals should seek the advice of their own tax or legal advisors for specific information regarding their situations. Investments in securities involve risk, including the possible loss of principal. The information on this website is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.

Colleen McGeehan's Work History and Education

Diversified, LLC
Senior Operations Assistant
2021 - Present
RZ Wealth
Systems Administrator & Senior Client Relationship Manager
2017 - 2021 • 4 years
Piazza Auto Group
Systems Administrator
2014 - 2017 • 3 years

Frequently Asked Questions about Colleen McGeehan


What company does Colleen McGeehan work for?

Colleen McGeehan works for Diversified, LLC.

What is Colleen McGeehan's role at Diversified, LLC?

Colleen McGeehan's role at Diversified, LLC is Senior Operations Assistant.

What is Colleen McGeehan's email address?

Colleen McGeehan's email address is c**@rzwealth.com.

What is Colleen McGeehan's business email address?

Colleen McGeehan's business email address is c**@rzwealth.com.

What is Colleen McGeehan's HQ phone number?

Colleen McGeehan's HQ phone number is +1 302-765-3500.

What industry does Colleen McGeehan work in?

Colleen McGeehan works in the Financial Services industry.

Who are Colleen McGeehan's colleagues?

Colleen McGeehan's colleagues are Michael Horwath, Aimee Conley, Matthew Stack, Michael Fisher and more.

Colleagues at Diversified, LLC

Chief Investment Officer
Administrative Assistant
Lifelong Financial Advisor
Chief Executive Officer
Associate Planner Financial Paraplanner Qualified Professional

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