Kelsey Dagle
Financial Advisor at Howard Bailey Financial, Inc
Based in Fort Wayne, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Fort Wayne
Industry
Financial Services
Company size
40
Contact information
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k•••••••@howardbailey.com
Phone
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Background
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.
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