Darlene York is a Vice President and Trust Officer of Nicolet Wealth Management. Darlene’s financial career spans 40 years, and encompasses a wide variety of banking experience. Darlene began in financial services in a small, local bank. She is in our North Central region, and works out of the Medford office. She is gratified when clients put plans in place and their families benefit from their joint efforts.
Darlene lives in the country, outside the Abbotsford area. She enjoys participating in community events in the Abbotsford, Colby and Medford areas. Her spare time is spent with family, in her garden and enjoying a good book.
Darlene has worked to develop relationships with attorneys and accountants in the North Central region to establish and deliver a team approach for her clients. She is a Certified Trust & Financial Advisor (CFTA) and obtained that certification through the Institute of Certified Bankers, and continuing education. Her focus is on her client’s present and future plans; for them, and for their families.
Investment and insurance products:
Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank. Nicolet Advisory Services, LLC recommends the brokerage and custodial services of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is not affiliated in any way with Nicolet National Bank or its affiliated companies.
Trust services are offered through Nicolet National Bank, a national bank with trust powers. Trust services utilizes SEI Private Trust Company ("SPTC") as its custody provider. SPTC is not affiliated in any way with Nicolet National Bank or its affiliated companies.
Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.
Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.