Meet Darla Daniel, director of Alpine Bank Wealth Management

 

Darla Daniel, J.D., has been named Senior Vice President and Director of Alpine Bank Wealth Management, where she will direct $1.1 billion in assets under management and supervise 28 employees.

Darla is based out of Alpine Bank’s Denver Tech Center location and has been serving as Vice President and Trust Counsel of the wealth management department since March 2020, a role in which she was tasked with Front Range business development.

“Darla brings a career in wealth management and trust services on the Front Range and has been key to the recent growth of the department,” says Alpine Bank Regional President Mike Burns. “She exhibits a level of experience, determination and customer service that directly benefit our clients.”

Darla is a Colorado native who graduated with honors with a bachelor’s degree in philosophy, with a concentration in legal theory, from Trinity University in San Antonio, Texas. She earned her law degree from the University of Colorado School of Law. Darla has worked in the trust and estate field for three decades, including ten years as a practicing attorney and eight years as a trust officer at Colorado State Bank and Trust, prior to joining Alpine Bank.

She has taught the Estate Planning and Wills and Trusts courses as an adjunct professor at the CU law school and authored numerous legal publications. She serves as the co-legislative liaison for the Trust & Estate Section of the Colorado Bar Association and is a past chair of the Section, in addition to being a regular presenter.

“I am thrilled to have the opportunity to lead the Wealth Management department at Alpine Bank,” says Darla. “I look forward to positioning us for continued excellence, and to helping our people and our department grow.”

Specialized services offered by Alpine Bank Wealth Management include:

  • Investment management
  • Trust management
  • Custodial services
  • Financial lifestyle management (bill paying, home and financial management)
  • Estate management
  • Individual retirement accounts (SEP, Individual and Roth IRAs)
  • Employee benefit accounts (401(k), defined benefit, defined contribution plans)
  • Endowment management for charitable institutions
  • Tax management and reporting


The Alpine Bank Wealth Management strategy starts with an in-depth consultation and review process with each client, which allows comprehensive understanding of a client’s goals, risk profile, timeline, family dynamics and tax considerations. Each personal financial strategy is based on a client’s lifestyle and financial needs, and a shared long-term vision of financial objectives.

Products of our Wealth Management service are not FDIC insured, may lose value and are not bank guaranteed.

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