Amanda M. Dargie

Amanda Dargie

Business Management Specialist

Amanda Dargie is a Business Management Specialist with the Fagan Boshart Team at J.P. Morgan Securities, LLC, 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 team’s affluent client families. Having specific expertise 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 cater to a family’s financial goals and objectives. Additionally, Amanda oversees the Fagan Boshart Team’s overall workflow and processes.

With over seven years of experience administering the team’s daily business operations, Amanda provides exceptional mentorship to the teams’ client and marketing associates in an often demanding and fast-paced environment. She spearheads projects, campaigns and workflow, effectively managing the overall business operations of the team.

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 Team in 2008, Amanda has been an integral part in deepening relationships with both clients and prospects, in part by creating a personalized experience for each individual client. In 2012, Amanda completed coursework in financial planning at Suffolk University, further deepening her knowledge and proficiency.

Amanda currently serves as a Volunteer Leader and Events Coordinator with the Saint Michael’s Alumni Club of Boston. 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.

Phone: 617.654.2018
Toll-free: 866.283.3830
Fax: 617.956.8828
Email: amanda.dargie@jpmorgan.com

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

Investment products: Not FDIC insured · No bank guarantee · May lose value
Client Log On
Enroll
Contact Us
 
 

Copyright © 2014 JPMorgan Chase & Co. All rights reserved.