Darlene Michelson

Advisor at Merrill

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Credentials

Series 63, Series 65

Merrill logo

Firm

Merrill

Location

Camp Hill, PA 17011

About

Darlene Michelson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in the financial services industry in 1995 and joined Merrill in 2009. Her practice focuses on investment and retirement income planning strategies, as well as estate and insurance coordination, with the objective of assisting clients in wealth accumulation, preservation, and transfer.

Darlene works primarily with high-net-worth individuals to develop customized strategies for asset allocation, portfolio management, liability management, tax minimization, and asset preservation. Her client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. As a qualified Portfolio Advisor and Personal Investment Advisor (PIA), she recommends a variety of investment strategies, including those managed by Merrill and approved third parties.

Darlene holds a bachelor's degree from Bloomsburg University. Outside of her professional role, she enjoys cooking, football, and gardening.

Expertise

Retirement income strategy Wealth management Life insurance needs analysis

Work history

Bank Of America, N.a.

2009 - Present (17 years)

Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691)

2009 - Present (17 years)

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