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Our financial advice team


Dan Dougherty, Financial Advisor serving the Scarborough, ME area - Ameriprise Advisors

Dan Dougherty

MBA

Financial Advisor

Atlantic Wealth Planning Group
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 5 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Insurance
  • Small Business
  • Tax Planning Strategies

Education

  • Arizona State University- Masters of Business Administration
  • University of Arizona- Bachelors of Science- Marketing

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Previous experience

  • United States Marine Corps, Sergeant, 1995-2003

Community participation

Scarborough Public Library, Former Board Trustee

https://www.scarboroughlibrary.org/

Interests

  • Running Marathons- completed the Marine Corps Marathon 10 times
  • Coaching- coached for youth sports programs for the last 10 years
  • Volunteering- served with local soup kitchen as well as non-profit board memberships
  • I manage and own investment properties.

Proudly serving clients in Scarborough and beyond

Navigating the financial landscape can seem complex, but with the right guidance, you can confidently chart your course. Whether you’re an individual looking towards a fulfilling retirement, a business owner seeking optimal solutions for your team’s future, or someone aiming to craft a thoughtful estate strategy, my commitment is to provide clear advice tailored to your unique circumstances.