Abraham Dugal, CFP®, has been named Director of Investment Management at Allen Insurance and Financial.
Dugal has been a financial advisor at Allen since 2015. In his new role, Dugal will manage our investment portfolio oversight process, collaborate with our advisors for client investment decisions, and lead our 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 company president.
A native of Lincolnville, Dugal is a graduate of Camden Hills Regional High School and Babson College in Wellesley, Mass., where he majored in business management with a concentration in finance. He holds FINRA Series 66 and 7 securities licenses and maintains the CERTIFIED FINANCIAL PLANNER™ designation. He lives in Camden with his wife and son.
Allen Financial, working with individuals, families and business on investment planning and wealth management, is a division of Allen Insurance and Financial, an employee-owned company with offices in Rockland, Camden, Belfast, Southwest Harbor and Waterville. Online: AllenIF.com.
Allen Financial, 31 Chestnut St., Camden, ME 04843. (207) 236-8376. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
