Darsi serves as a Wealth Manager and works with clients to develop and implement their financial plan, which includes investments, estate planning, tax and debt management, and retirement and insurance planning.
Darsi started in the industry in 1987 as a broker on Wall Street for Thompson McKinnon Securities. Over the years, she has developed extensive experience in branch operations, financial planning, investment consulting, portfolio management and NYSE trading (to include long, short and spread trading on the NYSE). She possesses a comprehensive knowledge of diverse financial products and services. For the last seven years, Darsi worked at a major national financial services firm as a portfolio manager for high net worth clients, handling complex portfolios and providing her clients with retirement planning. She has been featured in the Wall Street Journal, USA Today and many other publications as one of that firm’s retirement specialists.
Darsi has two children, Ricky and Brook.