Certified Financial Planner™
Senior Vice President, Investments
Investment Management Consultant
A Certified Financial Planner™ professional, Darlene has been in the financial services industry since 1987. She was a general partner with Roney & Company when the firm was acquired in 1999 by Raymond James.
Darlene entered the financial services industry following a 15-year career with a Fortune 200 manufacturing conglomerate where she was responsible for the administration of all salaried benefit programs, including a 401(k) plan, for the division in which she worked. Darlene's career change to the financial services industry was a natural progression for her. She not only could assist people with the accumulation of assets for various life events, she could also assist them with the investment of those savings in accordance with mutually defined goals, needs and priorities. To read more, visit her website.
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.