Edward Doughty, Cfp®, Csric® Email and Phone Number
Edward Doughty, Cfp®, Csric® work email
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Edward Doughty, Cfp®, Csric® personal email
Edward Doughty, Cfp®, Csric® phone numbers
Owner and Managing Director of Epic Capital Wealth Management, an independent multi-family financial services and investment management firm. We provide plan driven concierge-level wealth management services to a limited number of families through a formal planning process, education, proactive communication, and unparalleled service. Our clients invest with a purpose, they make an impact, and they leave legacies. Our clients lead A Good Life Well Lived. Epic Capital is located in Charlotte North Carolina.Epic Capital was founded on four core principles (EPIC): Experienced advice, Personalized attention, Independent thinking, and Client focus. These principles are the foundation of who we are, and what we provide for our clients each and every day. We hold ourselves to a higher standard. This is one way of displaying our gratitude for the trust and confidence that our clients have placed in us.Focuses: Comprehensive Wealth Planning (including): Estate Strategies, Retirement, Investment, Liability, Tax Planning Strategies, Philanthropic and Insurance. Investment Management (including): Portfolio Analysis, ESG/SRI/Impact Screening, Asset Allocation, Investment Selection, Plan Implementation, and Portfolio Monitoring. • Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Managing DirectorEpic Capital Wealth Management Oct 2009 - PresentCharlotte, Nc, UsCreate, implement, and monitor strategic wealth management initiatives that are aimed at pursuing clients' short and long term financial goals.
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Financial AdvisorMorgan Stanley Jun 1993 - Oct 2009New York, Ny, Us
Edward Doughty, Cfp®, Csric® Skills
Edward Doughty, Cfp®, Csric® Education Details
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University Of Rhode Island - College Of BusinessFinance -
Yale UniversityFinancial Markets
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Certified Financial Planning Board Of StandardsCertified Financial Planner ™
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Securities Registrations:24 (Through Lpl Financial)
Frequently Asked Questions about Edward Doughty, Cfp®, Csric®
What company does Edward Doughty, Cfp®, Csric® work for?
Edward Doughty, Cfp®, Csric® works for Epic Capital Wealth Management
What is Edward Doughty, Cfp®, Csric®'s role at the current company?
Edward Doughty, Cfp®, Csric®'s current role is Financial Nerd Hired by Busy Professionals and Retirees.
What is Edward Doughty, Cfp®, Csric®'s email address?
Edward Doughty, Cfp®, Csric®'s email address is ed****@****igy.net
What is Edward Doughty, Cfp®, Csric®'s direct phone number?
Edward Doughty, Cfp®, Csric®'s direct phone number is +170499*****
What schools did Edward Doughty, Cfp®, Csric® attend?
Edward Doughty, Cfp®, Csric® attended University Of Rhode Island - College Of Business, Yale University, Certified Financial Planning Board Of Standards, Securities Registrations:.
What are some of Edward Doughty, Cfp®, Csric®'s interests?
Edward Doughty, Cfp®, Csric® has interest in Environment, Education, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights.
What skills is Edward Doughty, Cfp®, Csric® known for?
Edward Doughty, Cfp®, Csric® has skills like Certified Financial Planner, Wealth Management, Financial Planning, Tax Reduction Strategies, Estate Planning, Liability Management, Charitable Gift Planning, Asset Allocation, Portfolio Management, Investment Selection, Alternative Investments, Investments.
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