Darlene Shipe is a Partner and Wealth Manager with Edmond Wealth Management, LLC and an Investment Advisor Representative with WCG Wealth Advisors, LLC. Darlene has been in the financial services field for 35 years, managing investments for her clients for over 28 years and holds the following securities registrations: Series 7 and 63 held with LPL Financial and 65 held with WCG Wealth Advisors, LLC., as well as Life/Variable Annuity, Disability and Long Term Care insurance licenses.
Edmond Wealth Management, LLC specializes in developing and implementing financial plans for private clients. Our firm incorporates advanced tax planning techniques to potentially minimize income and estate taxes, and focuses on multi-generational wealth management.
Darlene started her financial career in banking in 1987 then advanced to the investment services in 1994 specializing in working with people who are retired, or preparing for retirement and specifically utilizes a financial planning approach that focuses on the advantages of professional money management, estate and retirement planning, and asset protection planning. This allows her to tailor her client's wealth management strategy based on their individual planning needs, objectives and goals.
Darlene was born in Canada and moved frequently with her military family while she was young. Originally from up east, Pennsylvania and Virginia, they returned to Oklahoma because out of all of the places they had been stationed, her parents felt like Oklahoma was the best place to raise a family. She has resided in the Oklahoma City area since 1972 and currently lives in Edmond and has one son. Darlene attended Rose State College and The American College. Darlene is a member of the Financial Planning Association® (FPA®), the Association for Financial Counseling and Planning® (AFCPE®), and the Edmond Chamber of Commerce. Darlene is a graduate of the Edmond Citizen’s Police Academy (ECPA). Her hobbies include exploring our amazing national parks, leather crafting, quilting and collecting postcards from her clients.
Edmond Wealth Management, LLC.
212 E. Second Street, Edmond, OK 73034
Phone (405) 906-3610 Email: firstname.lastname@example.org
Building relationships with our clients is important to us.
Creating a community with our clients is our passion.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. Edmond Wealth Management, LLC, The Wealth Consulting Group and WCG Wealth Advisors, LLC are separate entities from LPL Financial.