Alecia Dougherty has over 15 years of wealth management experience working with families and institutions, helping them build and preserve wealth. She graduated magna cum laude from Xavier University with a BSBA in Finance and Marketing and began her career at Fidelity Investments as an Account Executive before becoming a financial advisor. She was most recently a Managing Director at Naviter Wealth before joining Uniting Wealth Partners.
Alecia is licensed in life and health insurance and is a Certified Financial Planner™. She is committed to her clients, holding herself to the highest industry standards to build a comprehensive financial plan that best aligns with clients’ investment goals and objectives. As part of her role, Alecia conducts ongoing investment research and due diligence on managers to ensure client portfolios remain aligned with how she carefully constructs strategies that meet their goals and objectives.