Blake Dougherty, Cpfa™ Email & Phone Number
Who is Blake Dougherty, Cpfa™? Overview
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Blake Dougherty, Cpfa™ is listed as Senior Financial Advisor at Merrill Lynch Wealth Management, based in Williamsville, New York, United States. AeroLeads shows a matched LinkedIn profile for Blake Dougherty, Cpfa™.
Blake Dougherty, Cpfa™ holds Bachelor'S Degree from Bentley University.
Email format at Merrill Lynch Wealth Management
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About Blake Dougherty, Cpfa™
I have been with Merrill Lynch Wealth Management, in Williamsville, New York since 2015. I have dedicated myself to thoroughly understanding the priorities of individuals, families and businesses, providing them with personalized attention and disciplined, customized investment plans. I provide access to the investment insights of Merrill Lynch Wealth Management and banking convenience of Bank of America to help address the various aspects of clients' financial lives. I work with clients to help identify their primary goals -including education funding, tax minimization strategies, retirement assets and services-and then commit myself to crafting strategies designed to help clients pursue desired outcomes, while building, managing and preserving their wealth for current and future generations. I joined Merrill in 2015 after graduating from Bentley University, located in Waltham, Massachusetts, with a B.S. in Finance. I also played 4 years of Division I Ice Hockey for Bentley's Men's Hockey team. I work to provide an exceptional level of client care and service, and invite you to contact me to see how my knowledge and services can help meet your financial needs. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Blake Dougherty, Cpfa™'s current company
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Blake Dougherty, Cpfa™ work experience
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Senior Financial Advisor
Colleagues at Merrill Lynch Wealth Management
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John Morgan
Colleague at Merrill Lynch Wealth ManagementSan Antonio, Texas Metropolitan Area, United States
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Michael Bohannon
Colleague at Merrill Lynch Wealth ManagementJacksonville, Florida, United States
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Alexander Lamont
Colleague at Merrill Lynch Wealth ManagementPalo Alto, California, United States
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Rob Lee
Colleague at Merrill Lynch Wealth ManagementHouston, Texas, United States
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Nestor Vicknair
Colleague at Merrill Lynch Wealth ManagementHouston, Texas, United States
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Mark Bobber
Colleague at Merrill Lynch Wealth ManagementRapid City, South Dakota, United States
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Randy Smith
Colleague at Merrill Lynch Wealth ManagementCorpus Christi, Texas, United States
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Nick Boulton
Colleague at Merrill Lynch Wealth ManagementTacoma, Washington, United States
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Ryan Hartneck, Aams®
Colleague at Merrill Lynch Wealth ManagementWayzata, Minnesota, United States
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Robert Morgan
Colleague at Merrill Lynch Wealth ManagementNew York City Metropolitan Area, United States
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Blake Dougherty, Cpfa™ education
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Bentley University
Frequently asked questions about Blake Dougherty, Cpfa™
Quick answers generated from the profile data available on this page.
What company does Blake Dougherty, Cpfa™ work for?
Blake Dougherty, Cpfa™ works for Merrill Lynch Wealth Management.
What is Blake Dougherty, Cpfa™'s role at Merrill Lynch Wealth Management?
Blake Dougherty, Cpfa™ is listed as Senior Financial Advisor at Merrill Lynch Wealth Management.
Where is Blake Dougherty, Cpfa™ based?
Blake Dougherty, Cpfa™ is based in Williamsville, New York, United States while working with Merrill Lynch Wealth Management.
What companies has Blake Dougherty, Cpfa™ worked for?
Blake Dougherty, Cpfa™ has worked for Merrill Lynch Wealth Management.
Who are Blake Dougherty, Cpfa™'s colleagues at Merrill Lynch Wealth Management?
Blake Dougherty, Cpfa™'s colleagues at Merrill Lynch Wealth Management include John Morgan, Michael Bohannon, Alexander Lamont, Rob Lee, and Nestor Vicknair.
How can I contact Blake Dougherty, Cpfa™?
You can use AeroLeads to view verified contact signals for Blake Dougherty, Cpfa™ at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Blake Dougherty, Cpfa™ attend?
Blake Dougherty, Cpfa™ holds Bachelor'S Degree from Bentley University.
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