Marc C. Dougherty, WMS™ Financial Advisor
Marc is dedicated to delivering customized strategies and high-quality investment opportunities to individuals and institutions. Marc holds Series 7 and 66 licenses and the Wealth Management SpecialistSM designation, enabling him to provide sound counsel for a variety of important issues, such as sources of retirement income, tax mitigation, retirement cash flow, asset management, estate planning, business exit planning, and more. Marc’s focus is providing business owners with comprehensive exit strategies, combining his expertise in valuation optimization, succession planning, and tax mitigation.
Before joining Raymond James, Marc worked as an analyst at Morgan Stanley in New York and in the office of financial planning at Colby College. He graduated from Colby College in Waterville, Maine, where he majored in Economics and Religious Studies.
While at Colby, he was a twice elected captain of the football team and was named an all-conference linebacker during his senior season. He was also awarded the Paul “Ginger” Fraser award, which is awarded to the player who, in the opinion of the coaching staff, best exhibits qualities of unselfishness, loyalty to the team, and exemplifies all aspects of being a team player.
Marc grew up in New Orleans, and currently resides in Boston. In his free time, Marc enjoys traveling, spending time with his family, golfing, and supporting local sports teams.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.