Darlene Palmer is the Office Manager/Advisor Coordinator of the Harleysville location for Wescott, providing administrative, operations, client services and project management support to the Partner-in-Charge, Rick Volpe, and the financial advisory team. Here, she is responsible for the office’s operational initiatives and processes, along with managing the daily administrative and client service matters. In addition, she serves as the primary liaison with the Wescott’s Philadelphia headquarters.
Prior to joining Wescott, Darlene was the Executive Assistant to Rick Volpe, Founder and President, and Paraplanner at Asset Planning Services, Ltd. (APS), and was involved with many of their Estate Planning Department’s initiatives.
A Financial Paraplanner Qualified Professional™ (FPQP™) and a Certified Estates and Trust Specialist (CES™), Darlene is a graduate from the Lansdale School of Business, where she received her certification in Computer Applications Management. Active in her community, she is involved with several local non-profit organizations, including The Moyer Foundation’s Camp Erin, a summer bereavement camp for kids.
She resides in Souderton, Pennsylvania.