Steven Daugherty Email & Phone Number

Always a take charge person, Steve enlisted inthe Unites States Marine Corp after graduatingHigh School. Subsequent to his service, Steveworked his way through undergraduate andgraduate school.During a successful career at the Bell SystemSteve realized his goals were more in tune withthe entrepreneurial spirit of the financial services industry. In 1998, Steve founded the Daugherty Group at Morgan Stanley and moved the group to UBS Financial Services in 2007 to take advantage of UBS's focus on delivering comprehensive wealthmanagement solutions to clients.Today at UBS, Steve and his team provide strategic financial planning, critical retirement income planning and investment management for entrepreneurs, executives, successful professionals and their families.One of Steve's top priorities in his practice is to help clients build an investment strategy with the goal to maintain rising income and purchasing power so they can retire comfortably and independently. He is committed to helping families save and invest for their children's andgrandchildren's education.Steve believes strongly in his investment philosophy and the strategies that he recommends to his clients. Every investment is carefully selected to follow the directions of a well-designed comprehensivefinancial plan./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Wealth Management, Investment Strategies, and Strategic Financial Planning.

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  University Of Illinois At Chicago

  Sociology/Psychology