Michelle Dias

Assistant Vice President of Compliance at GW & Wade LLC - Wellesley, MA, US

Michelle Dias's Colleagues at GW & Wade LLC
Stephen Marsters

Financial Advisor Associate

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Robert Knight

Associate Financial Advisor

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Sean Smyth

Account Specialist

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Vilma Sinclair

Business Development Coordinator

Contact Vilma Sinclair

Sherman Moore

Vice President Client Development

Contact Sherman Moore

Mike Glor

Counselor

Contact Mike Glor

Laurie Wexler Gerber

Director of Marketing

Contact Laurie Wexler Gerber

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Michelle Dias's Contact Details
Email (Verified)
***@gwwade.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
781-239-1188
Location
Boston, Massachusetts, United States
Company
GW & Wade LLC
Michelle Dias's Company Details
GW & Wade LLC logo, GW & Wade LLC contact details

GW & Wade LLC

Wellesley, MA, US • 100 - 249 Employees
Financial Services

GW & Wade is an independently managed financial advisory firm with $10.5 billion of assets under management*. Its offices are located in Greater Boston, Silicon Valley, and Metro D.C. For over 35 years, GW & Wade has served successful individuals and their families, providing expertise in tax, investment management, retirement and estate planning. GW & Wade is an industry-leading financial adviser, focusing on clients who require holistic investment planning.GW & Wade also provides personal financial counseling for the executive management teams of public and private companies. Investment Advisory services offered through GW & Wade, LLC. *Assets as of 12/31/21

Financial Planning Financial Counseling Wealth Management Personal CFO Tax Planning Investment Management Estate Planning Retirement Planning Philanthropic Services 401(k) Services Stock Option Planning Asset Management Financial Services Financial Advisory Services
Details about GW & Wade LLC
Frequently Asked Questions about Michelle Dias
Michelle Dias currently works for GW & Wade LLC.
Michelle Dias's role at GW & Wade LLC is Assistant Vice President of Compliance.
Michelle Dias's email address is ***@gwwade.com. To view Michelle Dias's full email address, please signup to ConnectPlex.
Michelle Dias works in the Financial Services industry.
Michelle Dias's colleagues at GW & Wade LLC are Stephen Marsters, Robert Knight, Sean Smyth, Vilma Sinclair, Sherman Moore, Mike Glor, Laurie Wexler Gerber and others.
Michelle Dias's phone number is 781-239-1188
See more information about Michelle Dias