Micheline Dagher

Experience

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  Financial Advisory Company

  Jul 2011 - May 2017

  Executive Vice President

  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.

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  Dagher Wealth Management

  May 2018 - now

  President & Financial Advisor

  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. Show less