Maddie Dougherty
- Role
- Regional Director, Goals Driven Wealth Management at Northern Trust
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Maddie Dougherty
As Regional Director, my team collaborates across the organization to define our Northern…
Experience
Regional Director, Goals Driven Wealth Management
May 2023 — Present
Hold regular meetings with regional executives, managing directors and partners to provide support for advisory success, present practice updates and gather feedback. • Support new business growth and development by presenting Goals Driven Wealth Management to centers of influence and prospective clients in the Florida region. • Assist in the development of training materials and conduct GDWM training for New Hires, Associates and Trust and Portfolio Advisors to maintain GDWM proficiency throughout the region. • Incorporate understanding of income tax planning, retirement planning, estate planning, investment management, capital markets, and cash flow planning to ensure excellence in execution.
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