Amanda M. Dargie
Business Management Specialist
Amanda Dargie is a Business Management Specialist with the Fagan Boshart Group at J.P. Morgan Securities in Boston, the wealth management division of J.P. Morgan. In her role, Amanda focuses on identifying and developing strategic wealth planning opportunities for the group’s affluent client families. Having dedicated experience in retirement planning, college planning, philanthropic giving and wealth transfer strategies, Amanda works closely with J.P. Morgan’s wealth planning specialists to assemble specific strategies that are designed to cater to a family’s financial goals and objectives. Additionally, Amanda manages the Fagan Boshart Group’s overall business operations. She spearheads projects, leads campaigns and oversees the daily workflow, working to ensure that deadlines are met and that clients receive the highest level of personal attention.
Given her keen acumen for working with numbers, Amanda chose a career in finance where she has been able to put these skills to good use. She joined J.P. Morgan Securities’ predecessor firm, Bear Stearns, in 2006, upon earning a B.S. in Mathematics from Saint Michael’s College. Since joining the Fagan Boshart Group in 2008, Amanda has helped to deepen relationships with both clients and prospects, in part by creating a personalized experience for each individual family. In 2012, Amanda completed coursework in financial planning at Suffolk University, further strengthening her knowledge and proficiency.
Amanda currently serves as a Volunteer Leader and Events Coordinator with the Saint Michael’s Alumni Club of Boston and is a member of the Saint Michael's College Purple and Gold Society. Closely involved with the school and its alumni network, Amanda is a resource for upcoming and recent graduates, as well as alumni interested in pursuing a career in finance. A native of Connecticut, she currently lives in Boston’s North End. In her free time, Amanda enjoys skiing, hiking, reading, practicing yoga and traveling.
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