Dougherty & Associates specializes in meeting the financial and wealth management needs of affluent professionals and business owners. Charlotte A. Dougherty, CFP® is an experienced and caring professional providing critically important guidance through life’s transitions. We help clients build investment portfolios through focused and targeted wealth building strategies. We educate our clients to important financial planning issues in areas such as estate and legacy planning and tax reduction strategies, and assist them in developing intelligent and customized solutions to help them reach their goals. We communicate these goals to their other trusted professional advisors so that knowledge is shared and best outcomes are realized.
Charlotte A. Dougherty, CFP® is a frequent speaker and conducts workshops for employees of large and small corporations on retirement planning issues. Dougherty & Associates focuses on the advanced planning issues surrounding qualified plan distributions and retirement plan minimum distribution decisions, executive compensation and estate tax planning, planning properly for estate conservation and distribution, as well as comprehensive asset management. A CERTIFIED FINANCIAL PLANNER™ practitioner, Charlotte is a past President of the Cincinnati Chapter of the International Association for Financial Planning, which is now the Financial Planning Association. She is a biography of Who’s Who in Finance and Industry, and a former Cincinnati Enquirer “Money Panel” panelist. She is an active member of the Cincinnati Estate Planning Council. She is a current member and was a Chairman of the Investment committee of the board of Directors of The Resource Group, an elite national group of leading financial planners within Lincoln Financial Advisors. She is a former member of the board of Trustees of the St. Luke Hospital Community Foundation and past Chair of the Finance Committee and the Planned Giving Committee. She has been honored to be included in Barron’s/Winner’s Circle Top Women Financial Advisors Summit, designed as an exclusive, invitation-only even for the opinion leaders and influentials of the financial industry and honoring the top women advisors in the country. She has more than 25 years experience in growing and protecting wealth and in creating family and community legacies. She is recognized as a premier planner and wealth manager in her community.
Dougherty & Associates epitomizes deep understanding, clear guidance, and offers unbiased advice.
Charlotte Dougherty is a registered representative of Lincoln Financial Advisors Corp. Security and investment advisory services offered through Lincoln Financial Advisors Corp., a broker dealer (Member SIPC) and a registered investment advisor. 4030 Smith Road Suite 400, Cincinnati, OH. 45209; 513-745-7007.