Diversified LLC, a leading wealth management firm headquartered in Wilmington, Delaware, has announced the promotion of Renae Ransdell, CFP®, to partner. This decision highlights Ransdell’s leadership qualities, commitment to client service, and alignment with the firm’s core values. As the Managing Partner of Diversified’s office in Northampton, Massachusetts, Ransdell has been instrumental in fostering growth and enhancing the client experience.
Commitment to Growth and Culture
In her role, Ransdell has significantly contributed to the firm’s expansion and has been recognized for cultivating a collaborative workplace culture. Under her guidance, the Northampton office has not only grown but has also been acknowledged as a finalist for the InvestmentNews Women to Watch award in the Fastest Growing Female-Led Advisory Team category. This recognition underscores the team’s momentum and leadership in the financial services industry.
Andrew Rosen, President of Diversified LLC, emphasized Ransdell’s exemplary qualities, stating, “Renae exemplifies what partnership at Diversified represents. She is a leader who puts clients first, invests deeply in her team, and contributes meaningfully to the culture and future of our firm. This milestone reflects both her individual impact and our belief in building a firm where ownership is earned through merit and shared values.”
Values and Vision
Ransdell expressed her gratitude for the opportunity, stating, “I’m honored to become a partner at Diversified. The firm’s emphasis on partnership, integrity, and long-term thinking aligns closely with how I work with clients and lead my team. I’m proud to continue building something meaningful alongside colleagues who share those values.” Her promotion aligns with Diversified’s long-term vision of rewarding contributions and fostering leadership among its professionals.
Diversified LLC provides a range of wealth management services, including financial planning and investment management, supported by integrated tax capabilities. As of February 26, the firm oversees $3 billion in assets under management (AUM). Additionally, it has garnered multiple industry accolades for its workplace culture and advisor excellence, demonstrating its commitment to both clients and employees.
With offices across the Mid-Atlantic and Southeast regions, Diversified is poised for continued growth and innovation in the wealth management sector. The firm remains dedicated to its mission of delivering comprehensive financial solutions while nurturing a culture of excellence and collaboration.
