Darlene Palmer is the Office Manager/Advisor Coordinator with Wescott, responsible for the day-to-day operational initiatives and processes for the firm’s Harleysville office. She provides executive support on firm projects and supports the office by assisting the administrative, operations and client services teams. 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.