Darla Greer came to CollaborativeWEALTH with over 25 years of experience in the financial services industry. During which time she had been employed with various Wall Street firms as an Operations Manager, Financial Representative, and Investment Associate. Darla has a Series 7 and 63 held with LPL Financial, & 66 securities registration held with Collaborative Wealth. She also holds a life insurance license. She spent three years in Germany working for American Express International Bank before relocating to the Pacific Northwest for 12 years. Darla returned to Florida in 1997 where she joined the FFM team prior to merging with CollaborativeWEALTH in 2016.

Darla works closely with Chad and our clients regarding planning, investment decisions, Required Minimum Distributions (RMD), researching securities, and other client needs and questions. She understands the special needs of the caregiver having taken care of her elderly Mom for 14 years. This has proven to be helpful as we serve clients in similar situations.

Darla enjoys baking, sewing, and traveling to visit her daughter and family in South Carolina, as well as other adventures with family and friends.