Darla Daniel, J.D., has been named Senior Vice President and Director of Alpine Bank Wealth Management, where she will oversee $1.1 billion in assets under management and manage a team of 28 employees. Based at Alpine Bank’s Denver Tech Center location, Darla has served as Vice President and Trust Counsel of the wealth management department since March 2020, focusing on business development in the Front Range region.
According to Alpine Bank Regional President Mike Burns, “Darla brings a wealth of experience in wealth management and trust services on the Front Range and has played a key role in the recent growth of the department. She demonstrates a level of expertise, determination, and customer service that directly benefit our clients.”
A Colorado native, Darla graduated with honors from Trinity University in San Antonio, Texas with a bachelor’s degree in philosophy with a concentration in legal theory. She then earned her law degree from the University of Colorado School of Law. With over 30 years of experience in the trust and estate field, including ten years as a practicing attorney and eight years as a trust officer at Colorado State Bank and Trust, Darla is well-equipped to lead the Wealth Management department at Alpine Bank. In addition to teaching Estate Planning and Wills and Trusts courses as an adjunct professor at the CU law school and publishing numerous legal articles, Darla also serves as the co-legislative liaison for the Trust & Estate Section of the Colorado Bar Association and is a past chair of the Section, frequently presenting at industry events.
“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 helping our team and department grow.”
Our Financial Literacy and Investing Programs
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
If you’re interested in learning more about wealth management and financial literacy investing, click here for more information from Amanda Miller, CTFA at Alpine Bank.
About This Author
Alpine Bank Staff
Alpine Bank is an independent, employee-owned organization with headquarters in Glenwood Springs and banking offices across Colorado’s Western Slope, mountains and Front Range.
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