Andrew Doughty, CFP®, CIMA
Andrew T. Doughty, CFP®, CIMA, joined the firm in 2013. Andrew oversees the implementation of client investment decisions, research on specific investments, and research on historical investment performance. He brings extensive knowledge and a thorough approach to the investment process, ensuring that client decisions are promptly and effectively implemented.
Immediately prior to joining the firm, Andrew worked at Ameriprise Financial in Orlando, FL, where he provided day-to-day service to select clients. He started his career in the financial services industry as an analyst with an independent financial planning firm in Massachusetts. Prior to that he earned his BA in Finance from Gordon College in Wenham, MA.
Andrew and his wife Chelsea share their house with their rescued dachshund, Penny.