Tad Doughty
Financial Advisor at Allworth Financial Providing Client\'s with Tailored Strategies That Elevates Client Wealth & Success
- Role
- Financial Advisor at Allworth Financial
- Location
- Sacramento, CA, US
- LinkedIn followers
- 500 followers
About Tad Doughty
After just over 20 years as a fiduciary wealth advisor, I\'ve learned that the best…
Experience
Financial Advisor
Jul 2005 — Present · Sacramento, CA, US
Establish and maintain long term client relationships Analyze investment opportunities, client needs and recommend appropriate strategies utilizing all available investment products Market and sell appropriate investment products, management services to clients based on investment risk profile. Develop financial plans to meet client objectives Develop appropriate asset allocation and investment portfolio design using quantitative analysis Perform ongoing client reviews, relationship building and successful client retention Assist with client account questions; responds to client inquiries with respect to account related issues, troubleshooting and technical problems. Broker/Dealer operations setting up accounts, processing transactions and tasks associated with maintenance. Give financial planning solutions
Skills
- Wealth Management
- Strategic Financial Planning
- Asset Allocation
- Risk Management
- Microsoft Office
- Asset Management
- Income Planning
- Investments
- Finance
- Customer Service
- Microsoft Word
- Retirement Planning
- Financial Services
- Microsoft Excel
- Powerpoint
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