FINRA's BrokerCheck

Darlene Wozny

Darlene Wozny

Darlene Wozny | Advisor

Stuart, FL | 772.419.4049 | Email
Service Areas | Comprehensive financial planning, investment analysis and portfolio design, retirement and estate planning, participant education and communication

Darlene develops creative strategies that help clients work toward success, integrating asset management and retirement plan services with overall business and financial plans. She works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.

Experience

Darlene began her financial services career in 2003 and has supported high net worth individuals and their families, business owners and retirement plans. She has experience with individual high net worth portfolio management, 401(k)/403(b) plans and participant education, and the many facets of qualified and non-qualified retirement plans.

Darlene began her financial services career in 2003 with Wells Fargo. She joined Florida-based Roegiers Goldin Chappel Nall & Associates in 2012, which later combined with Rehmann to offer an expanded level of service.

Darlene holds the Series 65 securities registration.

  • Actively involved in the community, Darlene serves on the citizen review board of United Way of Martin County, volunteers with the Humane Society, and is a past member of the Arts Council of Martin County.
  • Darlene guides her clients through much more than investments by assisting clients with concerns about budgeting and saving, life insurance, college and retirement planning.
  • A supporter of women’s career advocacy, Darlene has participated each year in Rehmann’s annual women’s networking event.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor. 701 Colorado Ave., Stuart, FL 43994 | 772.283.7444

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