Broker Check

Perry D. Dougherty, CFP® | Founding Partner, Financial Consultant

Perry D. Dougherty, CFP® | Founding Partner, Financial Consultant



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 all held with LPL Financial. He is a CERTIFIED FINANCIAL PLANNER™ Professional and is a member and past president of the local chapter of Financial Planners Association. He is a graduate of Asbury College, with a Bachelor of Arts in Business Management. Perry is committed to assisting clients with family wealth management strategies, which includes income planning and distribution as well as gifting and tax management, to preserve and transfer wealth to the next generation. He has lived in the Baton Rouge area for over 26 years, with his wife, Julianna, and three sons, Aaron, Harrison & Jacob. He is a member of Antioch Church and the local chapter of Financial Planners Association. He is an Eagle Scout and is Scoutmaster and Merit Badge counselor of Boy Scout Troop 205 at Parkview Baptist Church.

Lee Haslitt

Administrative Assistant



Lee joined the firm in May of 2016 with a strong background in accounting and payroll. She assists Perry Dougherty, Michael Patterson, and D. Blake Price in marketing and all areas of customer service. She strives to provide exceptional service to everyone, in every way possible. Lee lives in Baton Rouge with her husband Chris and they have three children, Matthew, Noelle and Lainey. She enjoys spending time with family and friends, cooking, baking and crafting.

Ben Simpson

Client Services Associate



Ben joined the firm in February of 2020, a recent graduate from LSU with a B.S. in finance. He came with a desire to continue learning about the finance world as a member of the LDFwealth team, and began as an intern, later accepting a full time position assisting Perry Dougherty. He enjoys helping Perry conduct research and analysis to help clients make wise investing decisions. Outside of the office, Ben loves bike rides, cooking, and playing music, helping lead worship at Antioch Community Church on Sundays.

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