Julie Dougherty

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Julie Dougherty

Administrative Manager, Operations

Julie is responsible for providing operational support to our financial advisors including establishing and maintaining client accounts, trading, cashiering and compliance-related items. She has over 20 years of experience in the financial industry. Her prior experience includes HR manager of a US-based trading firm, health insurance sales, and real estate investing. Julie holds a bachelor’s degree in Human Resources from Drexel University. She resides in Havertown, Pennsylvania, with her husband and three children.

This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

Jane Faber, New York

This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.

Jane Faber, New York

Jane Faber, New York

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.

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