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People's United Advisors
Doreen L. DiBari, CFP�, CTFA is a Senior Vice President and Senior Relationship Manager at People's United Advisors. In her role, Doreen works with high net worth individuals, institutions, and foundations to address their investment, tax, estate, and wealth planning needs. She has been with the firm since 2013. Doreen has over 30 years of wealth management experience. Prior to joining People's United, Doreen worked at Eastern Bank in the Wealth Management division. Her previous roles also include wealth management experience at Union National Bank and an estate settlement and distribution role at State Street Bank. She began her career as a paralegal working in the Massachusetts inheritance tax settlement project.
Professional Designations: Certificate in financial planning from Boston University; Certified Financial Planner� (CFP�); Certified Trust and Financial Advisor (CTFA) designation from the Cannon Financial Institute; FINRA Series 65 license Education:Degrees from Bentley University, Northeastern University, and Endicott College