Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

International Space Station

Owen Dugan Jr.

Senior Vice President–Wealth Management

Financial Advisor

In addition to working in the Investment Advisory business, I maintain several outside interests. My wife Beth and I are currently Co-Presidents of Elon University's (NC) Parents Council, as our two sons Owen and Liam are currently students at Elon. I currently serve as Chair of the Greens committee at Wellesley Country Club, as well as being elected to its board of Governors. In the winter, I serve as assistant Head Coach of the Wellesley High Varsity boys hockey team, keeping me connected to a sport that has been a passion since early childhood.

Personal & Community

  • Parents Council, Elon University, Elon N.C.
  • Past president, Foundation for Faces of Children, Children's Hospital, Boston Mass.
  • Town Meeting Member, Wellesley, Mass.
Registered States:
  • AK
  • AZ
  • CT
  • FL
  • GA
  • IL
  • MA
  • ME
  • MN
  • NH
  • NJ
  • NY
  • OH
  • RI
  • SC


  • B.A., Holy Cross College
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
  • (617) 439-8521

Email Me

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Debt ceiling and inflation


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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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