What departments does Dougherty & Associates have?

Dougherty & Associates has employees across 3 departments including Customer Success, Human Resources, Banking.

What is the largest department at Dougherty & Associates?

The largest department at Dougherty & Associates is Customer Success with 1 employees.

Where are Dougherty & Associates employees located globally?

Dougherty & Associates has employees across 1 continents and 1 countries including United States Of America.

How has Dougherty & Associates's team size changed over time?

Dougherty & Associates's team has decreased from approximately 4 to 3 employees based on available data.

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Dougherty & Associates Employee Directory

Financial ServicesOhio, United States11-50 Employees

Dougherty & Associates is a financial services firm focused on comprehensive planning and wealth management for individuals, families, business owners, and businesses. Based in Cincinnati, Ohio, the firm emphasizes customized, holistic strategies designed to organize and simplify clients’ financial lives while pursuing their financial goals, including retirement, estate planning, and business succession. Founded by Charlotte Dougherty, CFP®, the organization positions itself as a partner and advisor throughout the financial journey, continually monitoring progress and adjusting plans as needed. The practice offers services that address family wealth across generations, risk reduction for concentrated stock, and executive-benefit financial planning, among other areas, with an emphasis on understanding clients’ goals and concerns to support long-term financial outcomes.

Dougherty & Associates Global Highlights

North America
10

United States Of America
10

Dougherty & Associates's Leadership

C. D.
Owner
Mobile Phone
Email
C. A.
Director Of Client Services
Mobile Phone
Email
C. D.
Payroll Ar Accounts Payable
Mobile Phone
Email
K. S.
Financial Advisor
Mobile Phone
Email

Dougherty & Associates Employee Metrics

100%

50%

2026

2025

Banking
Finance
Other

Contact profiles from Dougherty & Associates

Name

Title

Contact

Location

Last Update

C. D.
Owner
Mobile Phone
Email
Jun 08, 2026
C. A.
Director Of Client Services
Mobile Phone
Email
Jun 08, 2026
C. D.
Payroll Ar Accounts Payable
Mobile Phone
Email
Oct 22, 2024
K. S.
Financial Advisor
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Dougherty & Associates known for?

Dougherty & Associates was founded in 1980 operates in the Financial Services industry. Explore Dougherty & Associates's company overview page for more information.

What is Dougherty & Associates's most common email format?

Dougherty & Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Dougherty & Associates email formats with LeadIQ.

How many employees does Dougherty & Associates have currently?

Dougherty & Associates has approximately 11 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Dougherty & Associates's key employees and leadership?

As of August 2026, Dougherty & Associates's key employees include:

Owner: C. D.
Director Of Client Services: C. A.
Payroll Ar Accounts Payable: C. D.
Financial Advisor: K. S.

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Dougherty & Associates Employee Directory

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