Andrew T. Doughty, CFP®, CIMA®
Financial Planning Support
Andrew T. Doughty, CFP®, CIMA® has been working with Olive Tree Wealth since 2013. He brings great knowledge and a thorough understanding of the financial services industry and the challenges clients face. Andrew provides technical support and financial planning services to the firm including research, data entry, and financial analysis construction.
Prior to joining the firm, Andrew served as a paraplanner in Orlando, FL, where he provided day-to- day service to clients, while also driving the investment due diligence process, wholesaler interaction and financial planning support. He started his career in the financial services industry as an analyst with an independent financial planning firm in Massachusetts. He earned his BA in Finance from Gordon College in Wenham, MA.
Andrew resides in Concord, NH with his wife, Chelsea.