Kelsey Dagle
Financial Advisor @ Howard Bailey Financial, Inc. | Retirement Planning, Asset Management
- Role
- Financial Advisor at Howard Bailey Financial, Inc
- Location
- Fort Wayne, IN, US
- LinkedIn followers
- 500 followers
About Kelsey Dagle
As a Financial Advisor at Howard Bailey Financial, Inc, I leverage my 10+ years of experience in the financial services industry to provide tailored solutions for clients\' financial goals. I hold certifications in Indiana Life & Health, and Series 65, demonstrating my commitment to continuous learning and professional development.In addition to my current role, I have extensive experience as a Project Manager - Inforce Sales at Ash Brokerage, where I managed sales projects and ensured their successful execution. I have developed strong skills in communication, asset management, and retirement planning, which I apply to both my advisory and project management roles. My goal is to help clients achieve financial stability and security while delivering high-quality results in my projects.
Experience
Financial Advisor
Apr 2021 — Present · Fort Wayne, IN, US
Education
Carroll High School
High School Diploma
2008 — 2011
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.