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Our financial advice team


Paul Anthony Dougherty, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Paul Anthony Dougherty

Financial Advisor

Summit Private Wealth Group
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Insurance
  • Tax Planning Strategies

Qualifications

  • Notary Public

Education

  • BS, Management and Finance, St. Cloud State University, St. Cloud, MN

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

American Red Cross Blood Donor

Interests

Spending time with my family

Fishing

Bowling

Minnesota Twins Baseball

Grandchildren