Darlene R. Dahl, CPA/PFS, CDFA®, AEP®
Senior Client Advisor
Managing Director
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Darlene R. Dahl is a Managing Director at Daintree Advisors, joining the firm in February of 2012. Drawing from her extensive experience over the past 20 years, Darlene is adept at servicing the needs of high net worth individuals and multi-generational families. In her role as Senior Client Advisor, Darlene works closely with Daintree clients monitoring their investments, identifying and managing risk, and conducting legacy conversations around preserving wealth across generations. Darlene is a member of Daintree’s Divorce Consulting Practice and effectively coaches women through transition, including sudden wealth, loss of a loved one, and divorce. She has completed MWI’s Forty-Hour Mediation Training Program and MCLC’s Interdisciplinary Collaborative Law Training.

Prior to joining Daintree Advisors, Darlene spent over nine years as a Senior Vice President and Associate Director of Client Management at Wells Fargo Family Wealth (and its predecessors Wachovia and Tanager Financial Services). Previous to Wells Fargo, Darlene provided comprehensive personal financial and individual tax planning services at Ernst & Young LLP and served as the Quality Control Director at Tonneson & Company CPA’s PC.

Darlene earned a B.A. in Business Economics and Accounting from North Dakota State University. She holds the CPA/PFS (Certified Public Accountant/Personal Financial Specialist), the CDFA®(Certified Divorce Financial Analyst®), and the AEP® (Accredited Estate Planner) designations. Darlene was named a Five Star Wealth Manager as featured in Boston Magazine for 2018 and 2019.

Darlene lives in Danvers and is the proud mother of two sons. She enjoys golfing and spending time with her grandchildren.