Darcie is Waldron’s Bill Pay Specialist within the Family Office Service Team who provides Personal CFO Services as part of the wealth management team.
For more than 5 years, Darcie has been helping entrepreneurs and their families simplify their financial lives through Waldron’s Client Service Team and Family Office Services. After graduating from PennWest University, she earned an Associate’s Degree in Business Management and a BSBA degree in Integrated Global Business.
Prior to joining Waldron, Darcie started her career in New York City with two Stock Transfer Agencies, and for over a decade, she served as a Client Service Associate and Branch Office Administrator at UBS Financial Services, Inc. in both the New Jersey and Pittsburgh market areas. As a lifelong learner, Darcie has continued her education by also earning a two-year Business Management Certification.
At Waldron, Darcie specializes in Client Service and enjoys building long-term relationships with clients through Waldron’s Family Office Services Group.
Outside the office, Darcie enjoys, bicycling, traveling, and watching sports, specifically football and Formula One. She resides in South Fayette Township, PA with her two teenage daughters, Nadia and Sophia.