Nicole C. Dagle Achieves Key Promotion at Plimoth Investment Advisors
With more than 12 years of experience in the financial services industry, Dagle enjoys working with clients across the region, helping them reach their financial goals. A graduate of Southern New Hampshire University (SNHU) with a Master’s degree in Finance, Dagle also received her Bachelor’s degree in Economics and Finance from Bentley University.
Dagle joined Plimoth Investment Advisors as an Investment Officer in 2017 as part of the Savings Institute Bank & Trust Company acquisition.
“I am delighted to announce Nicole’s well-deserved promotion,” said Teresa Prue, Senior Vice President, Head of Fiduciary Services and Administration for Plimoth Investment Advisors. “As a trusted member of the team, she consistently showcases a high level of expertise, knowledge and dedication. This noteworthy achievement is a testament to her outstanding commitment to excellence.“
In addition to her professional accomplishments, Dagle actively supports the community. She is President of the Estate and Tax Planning Council of Eastern Connecticut, a Committee Chair for the Stonington Community Center, and volunteer for the Brian Dagle Foundation.
About Plimoth Investment Advisors
Plimoth Trust Company, LLC, doing business as Plimoth Investment Advisors, is a limited purpose trust company, wholly owned by BayCoast Bank. Plimoth has a long history of successful portfolio management. With an experienced team of specialists and a commitment to strong client relationships, Plimoth operates in three primary locations: Swansea and Plymouth, Massachusetts, as well as Stonington, Connecticut. Visit plimothinvestmentadvisors.com, or call 508-747-6596 to schedule a consultation