Micheline Dagher Email and Phone Number
Micheline Dagher is a President and Financial Advisor at Dagher Wealth Management. She possess expertise in social security, financial advisory, fiduciary, investment advisory, financial services and 3 more skills.
Dagher Wealth Management
View- Website:
- dagherwealth.com
- Employees:
- 4
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President And Financial AdvisorDagher Wealth ManagementBoston, Ma, Us -
President & Financial AdvisorDagher Wealth Management May 2018 - PresentMicheline Dagher is the Founder of Dagher Wealth ManagementMs. Dagher is an investment advisor and holder of the NSSA designation, achieving the National Social Security Advisor certificate. She holds the highest fiduciary reasonability towards her clients, putting their best interest first. Ms. Dagher priority is to accomplish the unique investment objectives set by each individual client. Over the history of her career she has helped retirees achieve their investment objectives under different market conditions.In addition, Ms. Dagher holds life insurance licenses in MA, NH and RI and speaks 3 languages.Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. Do Not share any confidential information via email communication that includes but not limited to SS numbers. Any transaction orders sent via emails or left on voicemails will not be accepted, please call in person. -
Executive Vice PresidentFinancial Advisory Company Jul 2011 - May 2017Braintree, MaLed risk management division for an SEC registered financial advisory firm.Focused on expending the high net worth client portfolio by tailoring custom solutions to clients.Built customizable plans based on clients investment objectives, risk tolerance, and retirement goals while following strict suitability guidelines.Grew client base by over 400% during her tenure.Trained and managed new associates.
Micheline Dagher Skills
Micheline Dagher Education Details
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Bircham InternationalBusiness Management With A Major In Finance
Frequently Asked Questions about Micheline Dagher
What company does Micheline Dagher work for?
Micheline Dagher works for Dagher Wealth Management
What is Micheline Dagher's role at the current company?
Micheline Dagher's current role is President and Financial Advisor.
What schools did Micheline Dagher attend?
Micheline Dagher attended Bircham International.
What skills is Micheline Dagher known for?
Micheline Dagher has skills like Social Security, Financial Advisory, Fiduciary, Investment Advisory, Financial Services, Retirement Planning, Wealth Management, Life Insurance.
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