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C. Carson Daugherty Email & Phone Number
Financial Planner | Case Design and Analysis
at
Strategic Wealth Concepts
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✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner | Case Design and Analysis
Location
Irving, Texas, United States
Company size
Who is C. Carson Daugherty? Overview
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Quick answer
C. Carson Daugherty is listed as Financial Planner | Case Design and Analysis at Strategic Wealth Concepts, a with 3 employees, based in Irving, Texas, United States. AeroLeads shows a matched LinkedIn profile for C. Carson Daugherty.
C. Carson Daugherty previously worked as Client Service Associate at Cottonwood Capital Advisors and Financial Advisor Intern at Treasure Valley Financial Planning. C. Carson Daugherty holds Bachelor Of Business Finance, Minor In Financial Planning from Brigham Young University - Idaho.
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Strategic Wealth Concepts
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Profile bio
About C. Carson Daugherty
As an aspiring Financial Advisor/Fiduciary, I possess the necessary skills to excel in this role. I thrive in collaborative environments, leveraging teamwork to devise comprehensive financial plans and investment strategies. My expertise lies in helping individuals navigate their financial challenges and providing tailored solutions. Combining my deep interest in both business and finance, I am driven to transform this passion into a lifelong commitment. I eagerly look forward to contributing my abilities to obtain my CFP certification and excel in my role as a Fiduciary.
Current workplace
C. Carson Daugherty's current company
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Strategic Wealth Concepts
6 roles
C. Carson Daugherty work experience
A career timeline built from the work history available for this profile.
Client Service Associate
Financial Advisor Intern
• Collaborated with financial advisors to create financial plans for clients, including budgeting, retirement planning, educational funding, risk management, and estate planning.• Utilized financial planning software and tools to analyze and evaluate client data.• Participated in client meetings and contributed to discussions on financial planning strategies and investment recommendations.• Helped prepare client reports, presentations, and other communication materials to ensure clients are well informed about their financial situations.
May 2023 - Jul 2023
Bank Teller
• Demonstrated success in delivering outstanding customer service and managing transactions accurately.• Possess exceptional communication skills, allowing for effective identification of customer needs and offering relevant products and services.• Highly skilled in handling and balancing cash drawers, ensuring accurate transaction records at all times. • Proficient in using modern banking software and technology, offering a strong foundation in this area.
Mar 2022 - May 2023
Customer Service Representative
• Helped customers with finding products that would best benefit them and their everyday lives • In charge of making sure that customers are 100% satisfied with the product• On the phone and was in charge of making a personal connection with the customer and helping them solve their problems by presenting solutions to enhance their lives and others.
Jan 2021 - Mar 2022
Sales Representative
• One of the founding salesmen for a new product and internet service through T-Mobile• Bringing customer awareness to a revolutionary new 5G internet service that is being launched in April 2021• Using communication skills to better improve persuasion in sales tactics.• Using marketing strategy and brand marketing to show customers the benefit of the product
Feb 2021 - Sep 2021
3 education records
C. Carson Daugherty education
Bachelor Of Business Finance, Minor In Financial Planning
Business, Management, Marketing, And Related Support Services
Education record
FAQ
Frequently asked questions about C. Carson Daugherty
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What company does C. Carson Daugherty work for?
C. Carson Daugherty works for Strategic Wealth Concepts.
What is C. Carson Daugherty's role at Strategic Wealth Concepts?
C. Carson Daugherty is listed as Financial Planner | Case Design and Analysis at Strategic Wealth Concepts.
Where is C. Carson Daugherty based?
C. Carson Daugherty is based in Irving, Texas, United States while working with Strategic Wealth Concepts.
What companies has C. Carson Daugherty worked for?
C. Carson Daugherty has worked for Strategic Wealth Concepts, Cottonwood Capital Advisors, Treasure Valley Financial Planning, D.L. Evans Bank, and Melaleuca:The Wellness Company.
Who are C. Carson Daugherty's colleagues at Strategic Wealth Concepts?
C. Carson Daugherty's colleagues at Strategic Wealth Concepts include Jay Rubottom, Cfp® and Kristen Holt.
How can I contact C. Carson Daugherty?
You can use AeroLeads to view verified contact signals for C. Carson Daugherty at Strategic Wealth Concepts, including work email, phone, and LinkedIn data when available.
What schools did C. Carson Daugherty attend?
C. Carson Daugherty holds Bachelor Of Business Finance, Minor In Financial Planning from Brigham Young University - Idaho.
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