Broker Check

The whole DIS Family

Diversified Investment Services brings together a breadth of seasoned expertise to provide strategies in all aspects of your financial life. Through collaboration and a shared commitment to superior service, we provide you with a single coordinated team to help you face the many important financial decisions you encounter at every stage of your life.

OUR ADVISORS

Joseph W. Conway, AIF®
President

Larry M. McCarty, CPWA®CFP® CPAretired CPFA® AIF® 
Financial Advisor

Thomas W. Hoban
Financial Advisor

Sean L. McCarty, AIF®
Financial Advisor

Tony Bertocchini
Financial Advisor

Michael Solo, CFP® CRPC® MBA
Financial Advisor

Timothy Conway, CPA 
Financial Advisor

OUR STAFF

Doreen Bramlett
Senior Client Service Associate

 

Matthew Aurelio
Account Operations Associate

 

Toni Crosby
Front Office Associate

 

Julie Mellon
Advisor Assistant

 

Meaghan Guydon
Advisor Assistant

 

Milos Vrzic
Advisor Assistant

 

Sheila Eakle
Advisor Assistant

 

Allen Evangelista
Account Operations Associate

 

Brent Dennard
Client Service Associate

 

Dane Hoban
Client Service Associate

 

Lexi Solo
Client Service Associate

 

Susana Duarte
Account Operations Associate