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Al Dabiri joined Chelsea Groton Bank as Vice President and Osaic Institutions Financial Advisor. In this role, Al will aid clients in an array of categories including wealth management, investments, insurance, and retirement planning.
“We are so excited to bring Al on board,” praised Lori Dufficy, EVP, Chief Experience and Engagement Officer at Chelsea Groton Bank. “Al has 25 years of experience working on the broker-dealer side of things, so his knowledge of the products and services we offer at Chelsea Groton is vast. We are looking forward to the perspective he’ll bring to the Financial Services team and the clients we work with each day.”
Dabiri studied at Isenberg School of Management at the University of Massachusetts. Prior to joining Chelsea Groton Bank, Al worked at Infinex Investments, most recently in the role of Senior Vice President, Chief of Staff Managing, Director of Wealth Solutions. He has acquired his Series 7, Series 63, 24 & 66, Life Insurance, and Accident/Health licenses.
Al resides in Glastonbury with his family and enjoys outdoor activities and traveling. Al is active in his community and volunteers as coach to his daughter’s softball team and son’s Little League team.
Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA / SIPC. Chelsea Groton Financial Services is a trade name of Chelsea Groton Bank. Osaic Institutions and Chelsea Groton Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
Check the background of this Osaic Institutions, Inc. investment professional at brokercheck.finra.org/
