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Phone » 561.750.7525

Fax » 561.750.3990

Elyse R. Jurman, PhD, CWS, CRPC

Elyse R. Jurman, PhD, CWS, CRPC

President, Financial Advisor

Elyse is President and Owner of Diversified Financial Solutions, Inc. She is responsible for all aspects of the business, however, her main focus is to personally assist individuals and business owners achieve their financial goals. Elyse has an extensive background in the investment business and has an accomplished educational history including a PhD. 

Prior to opening up a financial services practice, Elyse was on the institutional side of the aisle for nearly 2 decades. She was Vice President for OppenheimerFunds and was a Portfolio Specialist for Transparent Value. Elyse has earned the Certified Wealth Strategist (CWS) designation from the Cannon Financial Institue and she holds the Chartered Retirement Planning Counselor (CRPC) designation from the College of Financial Planning. 

Elyse is originally from New York and moved to Florida in 1978. She has a BSBA in Marketing from University of Florida, an MBA in International Business and Finance from University of Miami, and a PhD in Organizational Management from Capella University. 

Elyse currently resides in Boca Raton, Florida and has a daughter named Allie.