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Thomas W Dougherty

PRINCIPAL at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Dougherty Consulting Group</span>
Intro Book
Seasoned financial expert with extensive experience in estate planning and wealth management.
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Location
Fort Wayne, Indiana, United States, US
Skills
  • Estate Planning
  • Retirement Planning
  • Asset Management
  • Wealth Management
  • Wealth Transfer
  • Show all
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Bio

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Thomas W Dougherty is a seasoned financial professional with 49 years of experience in estate planning, retirement planning, asset management, and wealth management. He has held various roles, including Principal at Dougherty Consulting Group, Financial Planner at Phillips Financial Management, LLC, and Life/Disability/Annuity/Employee Benefits Insurance Broker at Lincoln Financial Group.

Experience

  • Dougherty Consulting Group
    • Business, financial and life coaching
    • PRINCIPAL
      • 2008 - Present
      • Business, financial and life coaching

      Strategic coaching re: life planning from an eternal perspective. "ONLY ONE LIFE WILL SOON BE PAST. ONLY WHAT'S DONE FOR CHRIST WILL LAST."

  • Phillips Financial Management, LLC
    • Fort Wayne, Indiana Area
    • Financial Planner, Wealth Management Advisor
      • 1992 - 2008
      • Fort Wayne, Indiana Area

      Continuing in same specialties as before plus wealth management advisory.

  • Lincoln Financial Group
    • Fort Wayne, Indiana Area
    • Life/Disability/Annuity/Employee Benefits Insurance Broker
      • 1980 - 1992
      • Fort Wayne, Indiana Area

      Specializing in business succession planning, estate/financial/retirement planning, employee and executive benefits.

  • Mutual Security Life Insurance Company
    • Fort Wayne, Indiana Area
    • Advanced Sales Consultant
      • 1977 - 1980
      • Fort Wayne, Indiana Area
  • Lincoln Financial Group
    • Muncie, Indiana Area
    • Life Insurance Agent/District Manager
      • 1969 - 1977
      • Muncie, Indiana Area
  • Proctor & Gamble/Folger Coffee Division
    • Kansas City, Missouri Area
    • Assistant Brand Manager
      • 1968 - 1969
      • Kansas City, Missouri Area
  • Hallmark Cards
    • Kansas City, Missouri Area
    • Product (Puzzles/Candles/Books) Marketing Manager
      • 1965 - 1968
      • Kansas City, Missouri Area

Education

  • 1960 - 1965
    Indiana University - Kelley School of Business

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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