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Travis Dougherty Email & Phone Number

Transforming Financial Futures in Portland | Innovative Financial Planning Agency Offering Career Opportunities at One Pacific Financial Strategies
Location: Portland, Oregon Metropolitan Area, United States 10 work roles 1 school
1 work email found @onepacificfs.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Role
Transforming Financial Futures in Portland | Innovative Financial Planning Agency Offering Career Opportunities
Location
Portland, Oregon Metropolitan Area, United States
Company size

Who is Travis Dougherty? Overview

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Quick answer

Travis Dougherty is listed as Transforming Financial Futures in Portland | Innovative Financial Planning Agency Offering Career Opportunities at One Pacific Financial Strategies, a with 51 employees, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at onepacificfs.com and a matched LinkedIn profile for Travis Dougherty.

Travis Dougherty previously worked as Partner | One Pacific Financial Strategies at One Pacific Financial Strategies and Director of Sales - Mass Mutual of Oregon at Massmutual. Travis Dougherty holds Bachelor Of Arts, Sociology/Anthropology from Lewis & Clark College.

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Email format at One Pacific Financial Strategies

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{first_initial}{last}@onepacificfs.com
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Profile bio

About Travis Dougherty

Travis Dougherty is a Transforming Financial Futures in Portland | Innovative Financial Planning Agency Offering Career Opportunities at One Pacific Financial Strategies. He possess expertise in fee based financial planning, advanced planning, leadership, coaching, wealth management and 25 more skills.

Listed skills include Fee Based Financial Planning, Advanced Planning, Leadership, Coaching, and 26 others.

Current workplace

Travis Dougherty's current company

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One Pacific Financial Strategies
One Pacific Financial Strategies
Transforming Financial Futures in Portland | Innovative Financial Planning Agency Offering Career Opportunities
Portland, OR, US
Employees
51
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10 roles

Travis Dougherty work experience

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Partner | One Pacific Financial Strategies

Current

Irvine, California, Us

Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. One Pacific Financial Strategies is not an affiliate of OneAmerica Securities or the companies of OneAmerica Financial and is not a broker dealer or Registered Investment Advisor.Travis Dougherty may conduct life insurance and securities business in Oregon and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed.This content is not a recommendation or endorsement of any product, service, security or issuer, nor should a "like" be interpreted as an endorsement by the firm or its financial professionals. Third-party posts do not reflect the views of Travis Dougherty and have not been reviewed for completeness and accuracy. Further communication with this representative must be sent to and from TDougherty@onepacificfs.com. For more information, refer to the following consumer websites: www.FINRA.org, www.SIPC.org.

May 2023 - Present

Director Of Sales - Mass Mutual Of Oregon

Springfield, Massachusetts, Us

My role as Sales Direct is to attract Financial Professionals looking to increase their potential by joining a dynamic and engaging team of like-minded leaders.

Aug 2022 - Apr 2023

Business Development Manager - West

Philadelphia, Pennsylvania, Us

As Business Development Manager, I work with advisors and planners to structure mutually beneficial alliances with Centers of Influence such as CPA's, P&C Firms, Attorneys, Regional Banks, Credit Unions, and RIA's.I cover the Western Division, specifically the states of: AK, AZ, CA, CO, HI, ID, MT, ND, NE, NV, OR, SD, UT, WA, and WY.Lincoln Financial Network is the marketing name for the retail and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Securities Corporation and Lincoln Financial Advisors Cor., broker-=dealers, registered investment advisors and members of FINRA and SIPC. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.

Jun 2020 - Aug 2022

Regional Director

Lincoln Financial Advisors

Travis Dougherty is a registered representative of Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor. Travis Dougherty is securities licensed in AK, CA, MA, NV, NH, OR, TX, and WA.CRN-3110767-060220

Jan 2017 - Jun 2020

Managing Principal

Lincoln Financial Advisors

Lincoln Financial Advisors is rooted in a Serve First philosophy. This means that we approach our clients with all of the human understanding possible and with only one desire: the desire to do the best job we can for that client.As the Managing Principal for the Pacific Northwest regional planning office, I extend that philosophy to coaching and mentoring financial advisors and private wealth managers to ensure their success in whatever form that may take.If you are looking for an opportunity to put your clients needs first and do so in a supportive and inclusive environment, I'd love the opportunity to talk to with you and explore your business and how we can work together.

May 2015 - Dec 2016

Regional Vice President

Sioux Falls, Sd, Us

As a Regional Vice President, I partner with independent insurance agents to find new opportunities to grow their business with Midland National. As a registered representative of Sammons Securities, I'm able to work with agents who also have variable endorsements and are working with variable UL policies to discuss strategy.Travis Dougehrty is a Registered Representative and Financial Advisor of Sammons Securities Co. 4261 Park Rd. Ann Arbor, MI 48103. Securities products/services and advisory services are offered through Sammons Securities Co. a registered broker-dealer and investment advisor. Sammons Securities Co. is a member FINRA/SIPC.

Feb 2013 - Apr 2015

Financial Advisor

St. Louis, Mo, Us

Edward Jones Financial Advisors work within their community to help client understand their retirement and investment choices. In this role, I worked with individuals and business owners to craft financial plans that were dynamic and tactical in order to meet their changing needs.

Jun 2012 - Feb 2013

Regional Life Specialist

Radnor, Pa, Us

With Lincoln Financial Distributors, I had the benefit of working with some of the top producers in the region to add Life Insurance to their financial planning practice. Through coaching and training on both sales technique and product specifics, I was able to drive additional results for the planners that I worked with and grow the market share for Lincoln in my territory.

Jul 2008 - May 2012

Financial Advisor

Charlotte, Nc, Us

As an advisor with Banc of America Investment Services, I received a great introduction into the wide range of solutions that I was able to present to my clients. I was able to work with high net-worth individuals and businesses to craft solutions to their specific needs.

Dec 2005 - Jul 2008
Team & coworkers

Colleagues at One Pacific Financial Strategies

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1 education record

Travis Dougherty education

  • Lewis & Clark College
    Lewis & Clark College
    Sociology/Anthropology
FAQ

Frequently asked questions about Travis Dougherty

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

What company does Travis Dougherty work for?

Travis Dougherty works for One Pacific Financial Strategies.

What is Travis Dougherty's role at One Pacific Financial Strategies?

Travis Dougherty is listed as Transforming Financial Futures in Portland | Innovative Financial Planning Agency Offering Career Opportunities at One Pacific Financial Strategies.

What is Travis Dougherty's email address?

AeroLeads has found 1 work email signal at @onepacificfs.com for Travis Dougherty at One Pacific Financial Strategies.

Where is Travis Dougherty based?

Travis Dougherty is based in Portland, Oregon Metropolitan Area, United States while working with One Pacific Financial Strategies.

What companies has Travis Dougherty worked for?

Travis Dougherty has worked for One Pacific Financial Strategies, Massmutual, Lincoln Financial Network, Lincoln Financial Advisors, and Midland National Life.

Who are Travis Dougherty's colleagues at One Pacific Financial Strategies?

Travis Dougherty's colleagues at One Pacific Financial Strategies include Dean Dulnuan, Faith Soriano, Mauricio Razo-Figueroa, Tyler Egger, and Kiersten Easley.

How can I contact Travis Dougherty?

You can use AeroLeads to view verified contact signals for Travis Dougherty at One Pacific Financial Strategies, including work email, phone, and LinkedIn data when available.

What schools did Travis Dougherty attend?

Travis Dougherty holds Bachelor Of Arts, Sociology/Anthropology from Lewis & Clark College.

What skills is Travis Dougherty known for?

Travis Dougherty is listed with skills including Fee Based Financial Planning, Advanced Planning, Leadership, Coaching, Wealth Management, Estate Planning, Trusts, and Retirement Planning.

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