Our financial advice team

Diane Bernhard, Financial Advisor serving the Blue Bell, PA area - Ameriprise Advisors

Diane Bernhard

MBA

Financial Advisor

Next Level Financial Advisors
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 6 reviews
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EMAIL
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Investments
  • Saving for Education
  • Charitable Giving
  • Domestic Partner Planning

Education

  • BAAS Bachelor of Arts and Science, Biological Sciences, University of Delaware, Newark, Delaware
  • MBA Master of Business Administration, Boston University, Boston, Massachusetts

Awards & recognition

  • Five Star Wealth Manager, 2014-2022

Community participation

International Women's Club (Greenville, Delaware)

Kennett Square Newcomers Club 2007-2015 (Kennett Square, Pennsylvania)

Main Line Newcomers Club (Bryn Mawr, Pennsylvania)

International Women's Club of Philadelphia (Philadelphia, Pennsylvania)

DuPont Country Club - ACBL Bridge League (Wilmington, Delaware)

Wilmington Country Club - ACBL Bridge League (Wilmington, Delaware)

Connect with us

Diane Bernhard may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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