Kevin O'Doherty
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Kevin O'Doherty Email & Phone Number

Financial Planning Intern at Encore Wealth Management Group
Location: Bowling Green, Kentucky, United States 4 work roles 1 school
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Role
Financial Planning Intern
Location
Bowling Green, Kentucky, United States
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Who is Kevin O'Doherty? Overview

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Quick answer

Kevin O'Doherty is listed as Financial Planning Intern at Encore Wealth Management Group, a with 17 employees, based in Bowling Green, Kentucky, United States. AeroLeads shows a matched LinkedIn profile for Kevin O'Doherty.

Kevin O'Doherty previously worked as Server at The Juicy Seafood and Server at Bd'S Mongolian Grill. Kevin O'Doherty holds Bachelor'S Degree, Finance, General, Sophomore from Gordon Ford College Of Business At Western Kentucky University.

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Encore Wealth Management Group

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Profile bio

About Kevin O'Doherty

My name is Kevin O’Doherty, and I am a Finance major with a concentration in Personal Financial Planning at Western Kentucky University. I am currently working towards my Certified Financial Planner (CFP) certification. Entering my sophomore year, I have consistently achieved academic excellence, making the Dean’s List and President’s List in my first two semesters.I am passionate about the world of finance, with a particular interest in wealth management and personal financial planning. I thrive on helping individuals and families navigate their financial journeys, focusing on long-term wealth building and financial security. My dedication to detail, time management, and clear communication allows me to deliver tailored financial advice that resonates with clients.Beyond academics, I am driven by a vision to establish a successful real estate investment business. I believe in the power of smart investing and am committed to building a career where I can make a tangible difference in people’s lives through thoughtful financial planning and investment strategies.I recently completed an internship at High Knoll Wealth Advisors in Lexington, Kentucky, where I gained valuable hands-on experience in investment management, portfolio management, and market research. This experience further sharpened my skills in creating quarterly reports, conducting company research for client portfolios, and writing market commentary. I also became proficient in Excel, CRM software, and client communication.

Current workplace

Kevin O'Doherty's current company

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Encore Wealth Management Group
Encore Wealth Management Group
Financial Planning Intern
Bowling Green, KY, US
Employees
17
AeroLeads page
4 roles

Kevin O'Doherty work experience

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Team & coworkers

Colleagues at Encore Wealth Management Group

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1 education record

Kevin O'Doherty education

FAQ

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What company does Kevin O'Doherty work for?

Kevin O'Doherty works for Encore Wealth Management Group.

What is Kevin O'Doherty's role at Encore Wealth Management Group?

Kevin O'Doherty is listed as Financial Planning Intern at Encore Wealth Management Group.

Where is Kevin O'Doherty based?

Kevin O'Doherty is based in Bowling Green, Kentucky, United States while working with Encore Wealth Management Group.

What companies has Kevin O'Doherty worked for?

Kevin O'Doherty has worked for Encore Wealth Management Group, The Juicy Seafood, Bd'S Mongolian Grill, and High Knoll Wealth Advisors.

Who are Kevin O'Doherty's colleagues at Encore Wealth Management Group?

Kevin O'Doherty's colleagues at Encore Wealth Management Group include Aivy Truong, Daedra Parrish, Destiny Hampton, Makaylia Jolley, and Alfredo Ferradas.

How can I contact Kevin O'Doherty?

You can use AeroLeads to view verified contact signals for Kevin O'Doherty at Encore Wealth Management Group, including work email, phone, and LinkedIn data when available.

What schools did Kevin O'Doherty attend?

Kevin O'Doherty holds Bachelor'S Degree, Finance, General, Sophomore from Gordon Ford College Of Business At Western Kentucky University.

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