Jay Levy

Jay T. Levy

Operations Lead

Jay joined the Diversified team in May 2010. He began as a planner assistant, but quickly developed into the Operations Lead.  In that position he supports both administration and financial planning, as well as oversees the use of the Lifelong Wealth Planner – Diversified’s client account aggregator.

Jay is proud to bring his knowledge, creativity, and expertise in communication to the Diversified team.  He ensures the back office application, transfer, and service paperwork process runs smoothly and efficiently. With a desire to continue his professional development, Jay obtained his Health and Life Insurance License in September 2011.

Earning a B.A. in English, with a minor in writing, from McDaniel College in 2003, Jay contributed to his academic community by serving as editor of the college’s art and literary magazine his sophomore, junior, and senior years.

Outside of Diversified, Jay enjoys the arts — reading, writing, photography, drawing, and painting.  He also loves spending time with his wife, Stephanie, and dogs, Jackie and Connor. They live in Wilmington, Delaware.

Phone: 302-765-3500 ext 6



When was the last time you took the necessary time to review ALL the areas pertaining to your lifelong financial well-being? If your answer is “not lately,” you are not alone. We can help.

50 critical financial questions which drive your financial life.

50 Point Wealth Checkup

Diversified, LLC does not provide tax advice and should not be relied upon for purposes of filing taxes, estimating tax liabilities or avoiding any tax or penalty imposed by law. The information provided by Diversified, LLC should not be a substitute for consulting a qualified tax advisor, accountant, or other professional concerning the application of tax law or an individual tax situation.

Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site 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.