Amanda M. Dargie
Business Management Specialist
Amanda Dargie is a Business Management Specialist with the Fagan Boshart Team at J.P. Morgan Securities. She oversees team projects and workflow, effectively managing the overall business operations of the team. Amanda also oversees the team’s junior support staff, providing exceptional mentorship and guidance in an often demanding environment.
Furthermore, Amanda is responsible for identifying and developing strategic wealth planning opportunities for individuals and families. Amanda provides guidance in wealth planning topics such as retirement, education, and philanthropic giving as well as tactical planning ideas for the transferring of family wealth to future generations.
Amanda joined J.P. Morgan Securities’ predecessor firm, Bear Stearns in 2006 after earning a B.S. in mathematics from Saint Michael’s College in Colchester, Vermont. She joined the Fagan Boshart Team in 2008 as a Client Associate. Over the years with the team, Amanda has been an integral part in deepening relationships with both client and prospects. She has also developed creative strategies and customized reporting for individuals and families.
A passionate skier and traveler, Amanda also enjoys hiking, reading and yoga. She is an active member of the Saint Michael’s College Boston Alumni Club in which, as a Volunteer Leader, she coordinates frequent Alumni Events. Amanda currently resides in Boston’s North End.
Registered States: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, VA, VI, VT, WA, WI, WY