Park Dougherty
Vice President | Financial Advisor | PIM Manager
Since 1985, I have worked with endowments and affluent families to achieve a variety of financial goals. But my specialty is building them a rising stream of income with dividend stocks, bonds and index funds.
As a PIM Manager, I have the flexibility to seize on investment opportunities for my clients and work on a fee basis. I have advanced training in developing viable plans for retiring comfortably. If you are looking for seasoned assistance with achieving financial goals, give me a call.
Education
College for Financial Planning, former Chartered Retirement Planning CounselorSM
USC, MA in Media Arts
Dartmouth College, BA in Anthropology
Porter-Gaud School
Experience
Robinson-Humphrey, which became Smith Barney, 1985-2009. Portfolio Manager. Financial Planning Associate.
Wells Fargo Advisors, 2009-2018. Fundamental Choice Portfolio Manager. Former Chartered Retirement Planning CounselorSM
Baird, 2018-Present. PIM Manager. Former Chartered Retirement Planning CounselorSM.
Associations
Charleston Charter School for Math and Science
Celius Dougherty Music Archive
Society for the Preservation of Spirituals
Dartmouth Club of the Low Country
Rotary Club of Charleston Breakfast
S.C. Medical Society Investment Committee
St. Michael's Anglican Church