Micheline Dagher

Micheline Dagher Email and Phone Number

President and Financial Advisor @ Dagher Wealth Management
Boston, MA, US
Micheline Dagher's Location
Greater Boston, United States
About Micheline Dagher

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.

Micheline Dagher's Current Company Details
Dagher Wealth Management

Dagher Wealth Management

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President and Financial Advisor
Boston, MA, US
Website:
dagherwealth.com
Employees:
4
Micheline Dagher Work Experience Details
  • Dagher Wealth Management
    President And Financial Advisor
    Dagher Wealth Management
    Boston, Ma, Us
  • Dagher Wealth Management
    President & Financial Advisor
    Dagher Wealth Management May 2018 - Present
    Micheline 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.
  • Financial Advisory Company
    Executive Vice President
    Financial Advisory Company Jul 2011 - May 2017
    Braintree, Ma
    Led 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

Social Security Financial Advisory Fiduciary Investment Advisory Financial Services Retirement Planning Wealth Management Life Insurance

Micheline Dagher Education Details

  • Bircham International
    Bircham International
    Business 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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