Meet Your Advisor
John A. Dougherty, CPA, MBA, and
Registered Investment Advisor
John has been involved with helping his clients wade through the complexities of investments, taxes, and estate planning in Florida since 1989.
As a CPA, he must comply with and be regulated by Florida's Department of Professional Regulation. Dougherty & Associates is also a registered investment advisor firm regulated by the State's Department of Banking and Finance. Each of these licenses brings with it testing and education requirements to ensure that clients and customers are protected.
Born and raised in Pennsylvania, John graduated in the top 5% of his class from LaSalle University where he majored in Finance. He completed his masters in business degree at New York University while working in New York City.
Before coming to Florida, John was a senior financial analyst for a Fortune 500 computer company, then worked for an international consulting firm where his clients included General Electric, Pfizer Pharmaceuticals, and the US Army.
During his time in Florida, John has served as president of the Estate Planning Council of the Nature Coast and of the North Suncoast Chapter of CPAs. Dougherty has written several articles regarding financial management, given lectures, and hosted a radio talk show on financial planning. John has served as trustee and vice chairman on the board of directors of Pasco-Hernando State College, being appointed by the Governor of the State.
John and his family have lived in Spring Hill for 29 years.
Karen Russo, Administrative Assistant, has been with Dougherty & Associates, LLC since November of 2015. She brings with her many years of experience in the financial services industry and is ready and willing to help our clients by providing dependable and prompt customer service. Karen, originally from Ohio, has been here in Hernando County since 2012. She is married with 2 grown children. She also loves her dogs, cooking, and music! Feel free to give her a call.