Peter Dougherty
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management | Chagrin Falls, Ohio, United States
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Peter Dougherty is a seasoned Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial industry, with a significant 19 years dedicated to the firm. His deep-rooted commitment to serving his family, clients, and community is a guiding principle that shapes his approach to wealth management. Inspired by the values instilled in him by his grandfather, who emigrated from Croatia, Peter emphasizes the importance of integrity and personalized service in his practice.
In his current role, Peter specializes in evaluating current financial structures and designing life plans that align with his clients' unique goals and aspirations. His expertise extends to family structure design, personalized development planning, and serving as a financial architect and goal-based strategist. By leveraging his skills in business exit planning, corporate finance, and customized retirement planning, he crafts tailored financial strategies that address the specific needs of each client.
Peter is particularly adept at integrating alternative investments into comprehensive asset management strategies, ensuring that his clients have a diversified portfolio that aligns with their risk tolerance and long-term objectives. His proficiency in business consulting further enhances his ability to guide entrepreneurs and business owners through complex financial landscapes, helping them to navigate challenges and seize opportunities for growth. As a trusted advisor, Peter Dougherty remains committed to empowering his clients to achieve financial independence and security while fostering a strong sense of community and support.
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management in November 1999 to Present
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Business Exit Planning
Corporate Finance
Customized Retirement Planning
Business Financial Strategies
ALTERNATIVE INVESTMENTS
a
Asset Management
Business Consulting
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What is Peter Dougherty email address?
Email Peter Dougherty at [email protected] and [email protected]. This email is the most updated Peter Dougherty email found in 2026.
What is Peter Dougherty phone number?
Peter Dougherty phone number is +12164010090 and +12164010100.
How to contact Peter Dougherty?
To contact Peter Dougherty send an email to [email protected] or [email protected]. If you want to call Peter Dougherty try calling on +12164010090 and +12164010100. (updated on October 29, 2024)
What is Peter Dougherty net worth?
Peter Dougherty has an estimated net worth of $750,000 to $999,999
What company does Peter Dougherty work for?
Peter Dougherty works for Merrill Lynch Wealth Management
What is Peter Dougherty's role at Merrill Lynch Wealth Management?
Peter Dougherty is Wealth Management Advisor, Senior Vice President
What industry does Peter Dougherty work in?
Peter Dougherty works in the Financial Services industry.
Peter Dougherty Email Addresses
Peter Dougherty Phone Numbers
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