Please do not leave this page until complete. This can take a few moments.
Allen Insurance and Financial, Maine’s largest employee-owned independent insurance and financial services agency, has named Abraham Dugal as director of investment management.
Dugal has been a financial advisor at Allen since 2015. In his new role, Dugal will manage the investment portfolio oversight process, collaborate with the company's advisors for client investment decisions, and lead the retirement plan practice.
“Abe is well-suited to take on this leadership role in our financial division as we seek additional growth in this area of the services we provide to our clients,” said Michael Pierce, financial advisor and president at Allen Insurance.
Prior to joining the firm, Dugal worked in the financial services industry in the Boston area for almost 10 years. He returned home to midcoast Maine in 2015.
He was the director of U.S. investment operations for Cambridge Associates, overseeing a department of 45 staff members in four offices. He was also at Fidelity Investments.
Dugal is a graduate of Babson College in Wellesley, Mass., where he majored in business management with a concentration in finance. He also holds FINRA Series 66 and seven securities licenses and maintains the certified financial planner designation.
Outside of work, he is very active in the community; he serves as treasurer of the board of directors for Five Town Little League, is a founding member of the Rotary Club of West Bay Satellite, serves on the finance committee for Midcoast Habitat for Humanity and coaches youth sports locally.
Allen Insurance and Financial was founded in 1866, and has offices in Rockland, Camden, Belfast, Southwest Harbor and Waterville.
The Giving Guide helps nonprofits have the opportunity to showcase and differentiate their organizations so that businesses better understand how they can contribute to a nonprofit’s mission and work.
Learn MoreWork for ME is a workforce development tool to help Maine’s employers target Maine’s emerging workforce. Work for ME highlights each industry, its impact on Maine’s economy, the jobs available to entry-level workers, the training and education needed to get a career started.
Learn MoreFew people are adequately prepared for all the tasks involved in planning and providing care for aging family members. SeniorSmart provides an essential road map for navigating the process. This resource guide explores the myriad of care options and offers essential information on topics ranging from self-care to legal and financial preparedness.
Learn moreThe Giving Guide helps nonprofits have the opportunity to showcase and differentiate their organizations so that businesses better understand how they can contribute to a nonprofit’s mission and work.
Work for ME is a workforce development tool to help Maine’s employers target Maine’s emerging workforce. Work for ME highlights each industry, its impact on Maine’s economy, the jobs available to entry-level workers, the training and education needed to get a career started.
Few people are adequately prepared for all the tasks involved in planning and providing care for aging family members. SeniorSmart provides an essential road map for navigating the process. This resource guide explores the myriad of care options and offers essential information on topics ranging from self-care to legal and financial preparedness.
In order to use this feature, we need some information from you. You can also login or register for a free account.
By clicking submit you are agreeing to our cookie usage and Privacy Policy
Already have an account? Login
Already have an account? Login
Want to create an account? Register
In order to use this feature, we need some information from you. You can also login or register for a free account.
By clicking submit you are agreeing to our cookie usage and Privacy Policy
Already have an account? Login
Already have an account? Login
Want to create an account? Register
This website uses cookies to ensure you get the best experience on our website. Our privacy policy
To ensure the best experience on our website, articles cannot be read without allowing cookies. Please allow cookies to continue reading. Our privacy policy
0 Comments