Dougherty Dispatch: Staff Update

Dougherty Dispatch:  Staff Update

During the last several months, when you’ve talked to our office you may have come in contact with some new names.  We are very happy to be adding to our team to better serve you.

Patrick Manconi:  Patrick has actually been with us for some time but initially joined us as a college student intern.  He joined Dougherty Investment Advisors in May, 2023.  He is a registered Investment Advisor Representative registered with the State Office of Financial Regulation in both Florida and Texas.  Patrick played varsity football for the Division I University of South Florida Bulls, being selected to the American Athletic Conference All-Academic Team during his time there. His college majors in both engineering and finance contribute to his analytical approach to financial planning and portfolio management.  At Dougherty Investment Advisors, he focuses on delivering personalized investment strategies to individuals and families alike. Outside his professional life, Patrick is involved in his local community and enjoys weightlifting and physical fitness.

 In addition, Melissa LeMasters has joined the firm as an administrative assistant.  Melissa comes from the beautiful hills of West Virginia where she spent almost 20 years as an office manager for a small coal company; involved in various accounting and administrative areas.

She and her family moved to Florida in 2017, enjoying the warm winters ever since.  Melissa will work with Nicholette to handle office administration and keep all our clients smiling.

 At the same time, Nicholette has reduced her effort to part time in the office.  As a degreed accountant and seasoned part of our team, we continue to rely on all that she brings to our firm.

 If you happen to talk to them in the course of your business with us, give them a big “Welcome to our Team!”

The Dougherty Team