Darlene Walsh

Darlene Walsh, FPQP™


Phone : (631) 218-0077
Email : info@rwroge.com

As a Paraplanner, Darlene works closely with our advisory team. She is responsible for preparing client reports, responding to any client requests in a timely manner, including money movement and information functions, namely money transfer requests, deposits, account opening, closing, and more. In addition, Darlene holds her Financial Paraplanner Qualified Professional™ designation. She brings with her over 15 years of experience in the financial industry, having held a Series Six and Life, Disability, and Health licenses as a Registered Representative with New York Life, as well as a Relationship Banker and Branch Designee with Capital One. 

If you did not live on Long Island, where would you choose to live?
Can’t imagine living anywhere else…

If you weren’t in your current profession, what would you choose to do?
Party Planner – Love to plan parties! Decorations (theme parties are the best!), Activities, Food Menu, Music and People.

Tell us about an unforgettable place you have traveled?
Ireland – the History, Music, Dublin, Ring of Kerry, Dingle Peninsula, Castles, Churches, People, Seafood (best mussels I’ve ever eaten), Cliffs Moher, County Cork and the best part is that I shared the experience with my cousins. Céad Míle Fáilte (a hundred thousand welcomes)

What was the best souvenir you brought home from a vacation or trip?
Every trip I take, I always purchase an ornament for my Christmas tree. When decorating the tree, I remember all the trips I’ve taken, the people I taken them with, people that I’ve meet there and school trips with my son.

What was the best news you ever received?
It’s a healthy baby boy…

Where is your favorite place (City, Neighborhood) to shop?
Greenport – Love the quaint shops and restaurants.

What types of clients do you enjoy working with?
Love working with all types of people. Helping them through different stages of their life. Love a good story!

What’s your favorite quote?
“Dance like nobody’s watching”

What type of music do you listen to most often?
Rock/Blues – Love listening to a blues guitar. Love the 70s!!!

What is the one movie you could watch over and over again?
It’s a Wonderful Life. “No man is a failure who has friends” Thanks for the wings! Love, Clarence

What book is on your nightstand?
Rolling Stones Biography

What is your favorite room in your home?
My Deck! Love sitting outside with my Garden and my cat, JoJo.

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Darlene works closely with the advisory team, preparing client reports and responding to client requests, including money movement and information functions, namely money transfer requests, deposits, account opening, closing, and special projects.

In her spare time, Darlene enjoys gardening, traveling, hiking, exploring nature, and spending time with her friends and family. 


  • Bachelor’s Degree in Financial Planning from Franklin University (2022 – Present)
  • Financial Paraplanner Qualified Professional™ (FPQP), Kaplan Financial Education