Amanda Dargie

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I am a Business Management Specialist at J.P. Morgan, working on a nationally recognized wealth management team of 6. We manage high-net-worth individual and family’s wealth and provide guidance with their comprehensive financial plans.

I personally focus on managing client relationships and the financial planning aspects of our business. I serve as the primary advisor for a segment of our client base and am responsible for the management of our team’s overall business model.

In 2012, I received a Certificate in Financial Planning from Suffolk Univ. which helped to deepen my knowledge base in the world of financial planning and management.

My background in mathematics truly taught me how to think outside the box and approach any problem with an open mind. The analytical skills I developed through my math classes are vastly important when reviewing investment portfolios and financial plans.