Peter P Dougherty has been in the financial services industry since 1992 and joined Merrill in 1999. His focus is on helping affluent individuals like you develop personalized financial strategies by understanding your short- and long-term financial goals. he is a graduate of John Carroll University with a bachelor's degree in arts. He and his wife, Laura, live in CHAGRIN FALLS with their 2 children and are active in the community, supporting the Cleveland Clinic VelaSano.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
