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Welcome to Lee, Dougherty & Ferrara Investment Management


Today’s investor is faced with a wide array of financial concerns – from providing for a college education to preparing for retirement, planning an estate or supporting an aging parent. Confronted with an ever-growing number of investment and insurance products and services, today’s investor needs competent, objective financial guidance more than ever.

Recognizing the importance of providing objective, unbiased advice, as well as the ability to offer the widest range of products and customized investment strategies, the partners, Lester Lee, Perry Dougherty and Ricky Ferrara took their combined 48 years of investment counseling experience, and founded the practice in 2003. Today their practice has grown to 9 financial consultants and five support staff.

The financial consultants of Lee, Dougherty & Ferrara are Registered Representatives with and securities are offered through LPL Financial, the No. 1 independent brokerage firm in the United States for 16 consecutive years.*

We encourage you to explore our site and learn more about the services we provide. While our website provides fast and convenient access to a wide range of information, it is no substitute for the individual attention and personalized support we provide to our clients. Please do not hesitate to contact us personally to inquire about our services or to request more information. It would be a privilege to work with you on a strategy to achieve your specific financial goals. To arrange a no-obligation consultation, please contact us at 225-757-1177.

*As reported by  Financial Planning Magazine, June 1996-2014, based on total revenue.

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Three Key Questions to Answer Before Taking Social Security

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When to start? Should I continue to work? How can I maximize my benefit?