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Patrick Dougherty Email & Phone Number

Principal at WPWealth
Location: Dallas, Texas, United States 6 work roles 4 schools
1 work email found @airmail.net 2 phones found area 972 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email p****@airmail.net
Direct phone (972) ***-****
LinkedIn Profile matched
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Current company
WPWealth
Role
Principal
Location
Dallas, Texas, United States
Company size
14 employees

Who is Patrick Dougherty? Overview

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Quick answer

Patrick Dougherty is listed as Principal at WPWealth, a with 14 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at airmail.net, phone signal with area code 972, and a matched LinkedIn profile for Patrick Dougherty.

Patrick Dougherty previously worked as Founder and Principal at Dougherty Wealth Management and Instructor at Southern Methodist University. Patrick Dougherty holds Master Of Business Administration, Concentration In Financial And Estate Planning from The University Of Dallas.

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Email format at WPWealth

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*@airmail.net
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Profile bio

About Patrick Dougherty

Patrick Dougherty, CFP®, is the founder and President of Dougherty Wealth Management, LLC. Mr. Dougherty began his advisory career in the late 90's at Merrill Lynch. His decision to create his own firm in 2005 grew out of a desire to offer fee-only advisory services with a strategy that enables and empowers clients to achieve and experience their "ideal" life for their families. Dougherty Wealth Management is a Registered Investment Advisory firm.Services: Wealth Management - Multi-generational transfers; financial planning; asset allocation; investment selection; tax planning; risk management; retirement income strategies, education planning, and estate planning.Professional AffiliationsJournal of Financial Planning - Editorial Review BoardFinancial Planning Association - Charter Member - Career Development Chair of local boardSouthern Methodist University Center for Professional Education - InstructorUniversity of Dallas Graduate School of Management - Adjunct Professor, 2004-2011Dallas Estate Planning CounselCopernicus Group - Professional study group - Co-FounderCertifications/AwardsCFP® - Certified Financial Planner Certificant.Accredited Estate Planner"Best Financial Planner in Dallas" - Peer Nomination to D Magazine's list of "Best Financial Planners in Dallas."

Current workplace

Patrick Dougherty's current company

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WPWealth
Wpwealth
Principal
fort worth, texas, united states
Website
wpwealth.com
Employees
14
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6 roles · 28 years

Patrick Dougherty work experience

A career timeline built from the work history available for this profile.

Principal

Current
Wpwealth

Dallas, Texas, United States

Aug 2024 - Present

Founder And Principal

Dougherty Wealth Management

Dallas, Texas, United States

Dougherty Wealth Management is an independent, fee-only financial advisory firm. Our clients are busy with their work, their families, and other meaningful activities. We are advisors and teachers. We partner with our clients to help them develop goals, achieve objectives, and ensure their legacies.Our approach to portfolio design is to ensure that it is consistent with the client's Wealth Management Plan, therefore each one is different. At Dougherty Wealth Management, we offer access to unique, proven, institutional asset class investments with low expenses to include: domestic markets, international developed markets, and international emerging markets. Your portfolio will reflect your needs.

Apr 2005 - Sep 2024

Instructor

Southern Methodist University

Dallas, Texas, United States

Mr. Dougherty taught the course, Financial Planning Strategies and Case Studies which serves as the capstone course for the Southern Methodist University's CERTIFIED FINANCIAL PLANNER Certificate Program. The Financial Planning Strategies and Case Studies course teaches both basic and complex, comprehensive financial planning and wealth management, as well as the seven-step financial-planning process. The curriculum uses individual and group work and participation to create and deliver a comprehensive financial plan to the class. This experience serves a model for application as a CFP professional.

2012 - 2018 ~6 yrs

Adjunct Professor

The University Of Dallas

Irving, Texas, United States

Mr. Dougherty served as an Adjunct Professor in the University of Dallas Graduate School of Management's Master of Business Administration Program, teaching courses in their CERTIFIED FINANCIAL PLANNER Certificate Program.The Certificate Program includes the study of: Financial Planning; Risk Management; Investment Management; Retirement Planning; Employee Benefits; Tax Planning; Estate Planning; and Financial Planning Strategies.

2004 - 2011 ~7 yrs

Senior Financial Advisor

Wells Fargo Advisors

Dallas, Texas, United States

Advised and managed a private client portfolio of high-net-worth families to include investment portfolio management and comprehensive wealth management.Supported the management of a region of Wells Fargo locations by providing financial services in financial planning and investment management to their clients.

2002 - 2005 ~3 yrs

Financial Advisor

Merrill Lynch

Dallas, Texas, United States

Recruited by Merrill Lynch upon graduation from business school. Received their "Rookie of the Year" award from a class of twenty-four new advisors.Successfully completed Merrill Lynch's 2-year Professional Development Program. Developed my financial planning and investment management practice within Merrill Lunch's Private Client Group.My practice involved a comprehensive financial planning-based approach to investment portfolio management, estate planning, and private banking services with high-net-worth clients.

1999 - 2002 ~3 yrs
Team & coworkers

Colleagues at WPWealth

Other employees you can reach at wpwealth.com. View company contacts for 14 employees →

LS Landon Shoemaker Landon Shoemaker Colleague at WpwealthDallas-Fort Worth Metroplex, United States View → BH Brandon H. Russ, Cfp® Brandon H. Russ, Cfp® Colleague at WpwealthDallas, Texas, United States View → DH Deanna Hall, Aif® Deanna Hall, Aif® Colleague at WpwealthFort Worth, Texas, United States View → RS Rebecca Sierp, Cpfa, Crps, Phr Rebecca Sierp, Cpfa, Crps, Phr Colleague at WpwealthFort Worth, Texas, United States View → JA Jared Archer, Cpa/Abv, Cfp®, Cepa® Jared Archer, Cpa/Abv, Cfp®, Cepa® Colleague at WpwealthDallas-Fort Worth Metroplex, United States View → SJ Selena Jimenez Selena Jimenez Colleague at WpwealthFort Worth, Texas, United States View → WR W.P. Richardson, Clu W.P. Richardson, Clu Colleague at WpwealthFort Worth, Texas, United States View → BM Bree Miller, Cfp®,Cpa Bree Miller, Cfp®,Cpa Colleague at WpwealthFort Worth, Texas, United States View → GT Gracie Topel Gracie Topel Colleague at WpwealthDallas-Fort Worth Metroplex, United States View → BW Bill Weston, Cfp® Bill Weston, Cfp® Colleague at WpwealthFort Worth, Texas, United States View →
4 education records

Patrick Dougherty education

FAQ

Frequently asked questions about Patrick Dougherty

Quick answers generated from the profile data available on this page.

What company does Patrick Dougherty work for?

Patrick Dougherty works for WPWealth.

What is Patrick Dougherty's role at WPWealth?

Patrick Dougherty is listed as Principal at WPWealth.

What is Patrick Dougherty's email address?

AeroLeads has found 1 work email signal at @airmail.net for Patrick Dougherty at WPWealth.

What is Patrick Dougherty's phone number?

AeroLeads has found 2 phone signal(s) with area code 972 for Patrick Dougherty at WPWealth.

Where is Patrick Dougherty based?

Patrick Dougherty is based in Dallas, Texas, United States while working with WPWealth.

What companies has Patrick Dougherty worked for?

Patrick Dougherty has worked for Wpwealth, Dougherty Wealth Management, Southern Methodist University, The University Of Dallas, and Wells Fargo Advisors.

Who are Patrick Dougherty's colleagues at WPWealth?

Patrick Dougherty's colleagues at WPWealth include Landon Shoemaker, Brandon H. Russ, Cfp®, Deanna Hall, Aif®, Rebecca Sierp, Cpfa, Crps, Phr, and Jared Archer, Cpa/Abv, Cfp®, Cepa®.

How can I contact Patrick Dougherty?

You can use AeroLeads to view verified contact signals for Patrick Dougherty at WPWealth, including work email, phone, and LinkedIn data when available.

What schools did Patrick Dougherty attend?

Patrick Dougherty holds Master Of Business Administration, Concentration In Financial And Estate Planning from The University Of Dallas.

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