Perry D. Dougherty, CFP^® | Founding Partner, Wealth Advisor

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 and past president of the local chapter of Financial Planners Association. He is a graduate of Asbury College in Wilmore, KY, 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 35 years and has three sons, Aaron, Harrison & Jacob. He loves hiking, mountain biking, scuba diving and traveling.