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Team

At Lee, Dougherty, & Ferrara, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Lester H Lee, CFP® | Founding Partner

Financial Consultant

(225) 757-1177

(225) 757-8277

lester.lee@lpl.com

Lester is the firm’s LPL Branch Manager and LPL Registered Principal. He has earned the designation of CERTIFIED FINANCIAL PLANNER ™ Practitioner and has earned FINRA securities registrations Series 7, 31, 63, and 24, currently held...
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Perry D. Dougherty, CFP® | Founding Partner

Financial Consultant

(225) 757-1177

(225) 757-8277

perry.dougherty@lpl.com

Perry began his financial services career in 1991. Through LPL Financial, he holds the securities registrations 7, 31, 63, and Series 24 General Securities Principal. He is a CERTIFIED FINANCIAL PLANNER™ Professional and is a member...
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Ricky J. Ferrara | Founding Partner

Financial Consultant

(225) 757-1177

(225) 757-8277

ricky.ferrara@lpl.com

Ricky is a 1985 graduate of Louisiana State University, with a Bachelor of Science in Electrical Engineering and began his career as a financial advisor in 1994. He is committed to providing personalized service to his clients and...
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Michael W. Patterson, CFP® | Financial Consultant

(225) 757-1177

(225) 757-8277

michael.patterson@lpl.com

Michael is a graduate of Louisiana Tech University with a Bachelor of Science degree. He has earned the designation of CERTIFIED FINANCIAL PLANNER™ Professional and earned securities registrations Series 7, 6, 31, 63 and 65, currently...
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David Heltz, MBA, ChFC® | Financial Consultant

(225) 757-1177

(225) 757-8277

david.heltz@lpl.com

David joined the firm in June of 2009. For nearly 14 years, David has helped design, implement and monitor financial plans for his clients, covering wealth and risk management, estate and retirement planning. His advice is...
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Angie McCarthy | Client Services Associate

225-757-1177

Angela.McCarthy@lpl.com

Angie joined the firm in September of 2012, having 20 years experience in the Accounting Industry. Her genuine interest in serving others allows her to aim at consistently providing extraordinary client service. She assists all...
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Kristal Barrow | Client Services Associate

(225) 757-1177

(225) 757-8277

Kristal.barrow@lpl.com

Kristal joined the firm in February 2012. She has a banking background which will aid her in processing contributions and distributions, with LPL Financial and outside vendors. Kristal will assist all advisors with RMD calculations and...
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Karen Ferrara | Accounting

(225) 757-1177

(225) 757-8277

Karen is responsible for all Accounts Payable/Accounts Receivable and processes Payroll for the office. She is married to founding partner Ricky Ferrara.
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