Our Team

 

Frank M. Levy
President, CEO
 

Frank brings over 35 years of financial service experience to the Diversified Financial Consultants, LLC (DFC) clientele. Frank is the founder, president, and CEO of DFC, functioning as a leader, planner, guide, and coach to both the DFC team and their clients.

Since 1976, Frank has helped clients secure their financial destinies.  He has earned numerous achievement awards for the unique strategies and the relationship building habits he has developed and nurtured. In 1980, he founded his own firm that focuses on total and comprehensive financial planning.  With the help of his team, Frank developed his business a concierge-style alliance with the clients, giving them annual plan reviews and monthly contacts.

Frank and the team at DFC begin their client relationships by developing a thorough understanding of the clients’ needs.  The team then accesses a vast network of specialists and experts to address any unusual problems that are sure to surface in each individual case. This approach, along with an extraordinary dedication to service, has helped him and DFC  rise to the top of the field, while earning national recognition.

DFC is a registered investment advisor in both Delaware and Pennsylvania. Additionally, DFC maintains ongoing relationships with both present and past clients who live all over the world.

Frank’s commitment to excellence is well recognized by his peers. He has been appointed East Coast Director of Consumer Education for the International Association of Registered Financial Consultants. He has also served as an Adjunct Professor in the continuing Education College of Financial Services at the University of Delaware.  In addition, Frank has worked with Deena Katz CFP® at Texas Tech University, on interviewing young, MBA/MS candidates for the future.

Active in the Wilmington community, Frank is a Founding Member of the Light Up the Queen Foundation. This Delaware non-profit corporation is dedicated to the revival of the Queen Theater, which seeks to make The Queen a catalyst for community improvements through high quality programs in music, education, workforce development, and mentoring.

 
 
 
Kyle Hill, CFP®
Partner
Lead Financial Advisor
 
 

Kyle joined Diversified Financial Consultants, LLC (DFC) in 1998 through the Wilmington University internship program.  Within his current role of Lead Financial Advisor, Kyle helps clients identify their goals, and implement comprehensive financial plans to help them achieve what is important to them.  Kyle helps to provide a concierge approach to the comprehensive financial planning by maintaining a consistent relationship with the network of trusted industry advisors associated with DFC’s team of planners. 

Having graduated in 2000 from Wilmington University with a B.S. in Finance, Kyle continued his industry education by obtaining his series 6, 63, 65, and 7, along with health and life insurance licenses.  He also received the Five Star Wealth Manager Award for 2010 and 2011 from Delaware Today Magazine for overall client satisfaction.  Kyle is happy to share his experience with clients, as well as other members of the DFC team.

Residing in Wilmington, Delaware with his family—Kate, his wife; and Jeremy & Matthew, his two sons, Kyle enjoys spending time outside of the office with his family.

 

 
 
Chris M. Williams, CPA
Partner
Chief Operations Officer, Chief Compliance Officer
 
 

Chris joined the Diversified Financial Consultants, LLC (DFC) team in 2008 as the Chief Operating Officer and Chief Compliance Officer.  Within that role, Chris focuses on quality control and the efficiency of the company, as well as, product research, human resources, and company marketing strategies.  It is through these functions that Chris helps to maintain DFC’s strategic network of trusted industry advisors, which allows DFC to continue with its concierge approach to client service.  

Having earned a Bachelor Degree in accounting from The Richard Stockton College of New Jersey in 1999, Chris has continued his industry education by becoming a CPA in 2002 and licensed in life insurance in 2009. 

While a long time fan of all Philadelphia sports teams, Chris also engages in fishing, landscaping, and beach trips with the family—Melissa, his wife; and Noah and Colton, his two sons. 

Chris lives in Woodstown, New Jersey, and is also a member of the Woodstown Social Committee. 

 

 
 
Andrew S. Rosen, CFP®
Partner
Financial Advisor
 

Andrew Rosen joined the Diversified Financial Consultants, LLC (DFC) team in March of 2010, and brought with him a background of nine years working in the financial industry. In his role as Financial Advisor, Andrew focuses on building financial plans with clients to help them achieve their goals, as well as working to maintain the relationship and to consistently deliver a high level concierge service to clients.

Having graduated in 2003 from the University of Delaware with a BS in Finance, and a minor in Economics, Andrew continued his industry education by obtaining his series 6, 7, and 63, along with property/casualty, and health and life insurance licenses.  In addition, Andrew also received the CFP® designation in 2006, as well as CEP in 2010. Andrew is happy to bring his experience to the DFC family, adding value to both the team and the clients.

Outside of DFC, Andrew is a high level squash player, runner, and sits on the board of multiple community, social, and non-profit organizations.  Andrew is also a member of the University & Whist Club where he serves on numerous boards. Andrew, his wife, Jessica, and soon to be baby currently reside in Wilmington, DE.

 
David P. Levy, CFP®
Partner
Financial Advisor
 

David joined the Diversified Financial Consultants, LLC (DFC) team in 2007.  In David’s role as Financial Advisor, he focuses on comprehensive planning with clients to ensure they achieve their financial goals. Like all the advisors at DFC, David helps clients with a concierge approach to their plan, and works closely with other industry professional to bring the clients financial plan to completion—all in an effort to give the client the best possible service and peace of mind.

David graduated in 2007 from the University of Delaware with a B.S. in Leadership, and continued his industry education by obtaining his series 7, 63, 65, health and life insurance licenses as well as the CERTIFIED FINANCIAL PLANNER™ designation.

 In 2011, David won the Five Star Wealth Advisor award in Delaware Today for his overall client satisfaction.  Adding value to both the team and the clients, David is happy to be a part of the DFC family. Outside of DFC, David is a member of the University & Whist Club where he serves on numerous boards. He is also a member of the Delaware Sports League, and a big fan of the Philadelphia sports teams (such as the Phillies and the Eagles).

David lives in the Trolley Square area in Wilmington, Delaware.

 

 
 
Kelley L. Seeney
Client Service Coordinator
 

Kelley joined the Diversified Financial Consultants, LLC (DFC) team in November 2008, beginning as a receptionist.  However, Kelley quickly became DFC’s Client Service Coordinator, a role in which she helps support, plan, and coordinate all of DFC’s client and company events.  She is also a vital part of the administrative team, lending aid to the entire staff.

Having studied business administration at the University of Delaware, along with her managerial experience from time at Deep Blue, a local restaurant, Kelley helps maintain a high quality of excellence concerning client relations at DFC.  In addition, Kelley also obtained her notary license in July 2009.

Outside of DFC, Kelley plays tennis, enjoys hiking, and is a team member of a Wilmington community softball league.  She and her husband, David, live in Wilmington, Delaware.

 
 
 
Jay T. Levy
Advisor Assistant
 

Jay joined Diversified Financial Consultants, LLC (DFC) in May 2010, coming from an extensive professional background in retail stock management. In his role as advisor assistant, Jay supports both the administrative and financial planning teams.  He ensures the back office paperwork and application processes run smoothly and efficiently.  Jay is proud to bring his knowledge, creativity, and expertise in communication to the Diversified Financial Consultants team. Since joining DFC, Jay has continued his professional development and passed his Health and Life Insurance License.

Earning a B.A. in English, with a minor in writing, from McDaniel College in Westminster, Maryland, Jay contributed to his academic community by serving as editor of the college’s art and literary magazine. He also provided feature articles in several editions of McDaniel’s campus newspaper, and for both the Delaware Wave, out of Bethany Beach and The Chesapeake Music Guide out of Annapolis, Maryland.

Outside of DFC, Jay enjoys reading and writing, as well as spending time with his wife, Stephanie, and dog, Jackie. They live in Wilmington, Delaware.

 
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.