Courtesy / Robinson Smith Wealth Advisors
Tracey M. Daigle
May 28, 2019
Portland wealth management firm names Daigle as equity owner
By Staff
Robinson Smith Wealth Advisors LLC has named Tracey M. Daigle as an equity owner in the firm.
Daigle has been with the firm for 10 years and currently serves as a financial advisor, manager of service and operations and the firm’s chief compliance officer. She is a certified financial planner, investment advisor compliance professional and is currently studying for the private wealth advisor certification.
Robinson Smith Wealth Advisors LLC is an investment management and financial advisory firm working with high-net-worth clients with offices in Portland and Portsmouth, N.H., and serves clients in the region and across the country. The firm manages more than $200 million in assets, according to the company’s website.
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