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MEMBER PROFILE

 

Salim Boutagy

Congress Wealth Management

 

Member profile details

Membership level
Connecticut - Fairfield County Emerging Professional - Original
First name
Salim
Last name
Boutagy
Title
Sr. Financial Advisor
Company
Congress Wealth Management
 

CONTACT INFORMATION

City
Westport
State
Connecticut
 

PROFILE INFORMATION

Call me when
Someone wants to build, manage, and protect their wealth.
Profession
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Charitable giving
  • Estate planning
  • Fiduciary
  • Investments
  • Retirement
  • Tax
  • Trusts
Client Industry(ies)
  • Business Services
  • Financial Services
In Business Since
2007
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