Doreen L. DiBari, CFP®

As a Wealth Management Advisor, Doreen manages client relationships and administers trusts, agency, custody and estates, as well as advising individuals, institutions and foundations on investment management, tax, estate planning and financial/retirement planning. She also develops business in the Boston area.

Experience

Prior to joining People's United Wealth Management in 2013, Doreen worked for Eastern Bank’s wealth management division for 25 years. She was responsible for training account officers, as well as for the management of a large portfolio of individuals, trust, estates, IRAs and custody accounts. Earlier, Doreen worked in wealth management at Union National Bank in Lowell, MA, and in estate settlement and distributions for State Street Bank. Doreen was a legal reader and specialist in the Massachusetts inheritance tax settlement project.

Professional Designation

Certified Financial Planner® (CFP)
Certified Trust and Financial Advisor (CTFA)
Series 65
Paralegal

Affiliations

Merrimack Valley Estate Planning Council
Board Member Saugus Retirement Board
Saugus Rotary

Education

  • Boston University, certificate in financial planning
  • Cannon Financial Institute, certificate
  • Northeastern University and Endicott College
  • Bentley University

Contact Info

781.258.9481

978.720.1211

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Related Information


Disclaimer


Investment and Insurance Products:

  • Not Insured by FDIC or any Federal Government Agency
  • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate      • May Lose Value

*Investment products are offered through People's United Advisors, Inc., a registered investment advisor. People's United Advisors, Inc. is an indirectly held, wholly-owned subsidiary of People's United Bank, N.A.

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