Welcome To Echelon Wealth Advisors, LLC
Rochester, NY – February 1, 2018 – Echelon Wealth Advisors, LLC, is proud to announce that Alecia Fisher Dougherty has joined the Echelon team as a Senior Vice President.
Alecia joins Echelon with over 11 years of financial planning and investment experience. Alecia is an alumnus of Xavier University and graduated Magna Cum Laude with a degree in Finance and Marketing. She is also a CERTIFIED FINANCIAL PLANNER™ practitioner.
At Echelon, Alecia will work with her husband Rick to continue growing and differentiating Echelon Wealth Advisors.
What services are you interested in?
Echelon Wealth Advisors is an independent financial services firm whose mission is to help clients achieve their financial goals and improve the financial security of our clients. We strive to create financial stability and security to maintain financial independence for each of our clients. Our focus on integrating wealth, and tax and estate planning, gives us the opportunity to work towards achieving our mission.
Our experienced professionals allow for a hands on approach to your financial well-being. You will find our team members to be knowledgeable, and truly care about making your dreams a reality.
After completing our due diligence and gaining a clear understanding of our clients desires we create a “Roadmap” to help guide you. We recommend meeting on a quarterly basis to assure you stay on track for whatever your goals may be.
It is important that our clients live fully and confidently. By implementing our prudent process, clients know that we are committed to seeing them thrive both financially and personally.
Investment Advisory Services offered through IARs of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AZ, AR, CA, CT, FL, GA, IL, IN, MD, ME, MI, NJ, NY, NC, OH, PA, SC, TN, TX, VA, VT. Cambridge and Echelon are not affiliated.
Investment Management, a Personalized Approach to Managing Wealth
The long-term benefits of patience and diligence with regard to your investment strategy cannot be overstated. Armed with a commitment to long-term results, we avoid chasing tips and rumors, thereby buying and selling at the wrong times. Misreading market events and the strong emotions that can result cause many investors to be “whipsawn” into the classic “buy high and sell low” behaviors that cost so much in volatile markets.
Our investment approach has one simple goal: to help you realize your dreams, using a time-tested program of wealth accumulation and asset management. Whether your dreams are unspoken or well defined, our process is designed to help you move toward financial independence.
Your Financial Advisor will:
- Analyze your current financial position and how well it supports your goals & objectives
- Recommend an investment strategy designed to help you towards achieving your goals
- Monitor portfolio performance and suggest appropriate adjustments
- Regularly review your plan and your changing goals with you
- Be your trusted advisor every step of the way
Your Financial Advisor is your advocate and the quarterback of your team and will oversee the entire planning process. Whether it be investments, tax or estate issues all of our advisors have the tools to design a plan to help ensure that your financial situation is secure.
Having the right team in place can help you reach your goals. Our approach offers customized advice and access to “Best of Class” managers for your portfolio. We believe by assembling the right team, we will help you towards your dreams and goals of achieving financial independence. We are excited to work with you and look forward to being your trusted advisor.
Richard A. Dougherty, CFP®, AIF®
Rick is the President of Echelon Wealth Advisors, LLC. He helps clients invest their assets to accomplish various objectives. Rick continues to work diligently to lead, grow and differentiate Echelon Wealth Advisors, LLC.
After graduating from St. John Fisher College, Rick went on to earn CERTIFIED FINANCIAL PLANNER™ Practitioner and Accredited Investment Fiduciary® designations. In addition, Rick holds his Series 7 and 66 FINRA licenses, as well as his Life, Accident and Health insurance certifications.
Rick is also deeply involved in the community, serving on the Executive Committee for the Small Business Council of Rochester. Rick Co-chairs their signature event, the Business Person of the Year Celebration, and serves on the Renee Tschetter Scholarship Golf Tournament Committee, and its philanthropic component, SBC Cares. Rick is also an active member of Rochester Rotary.
When he’s not engaged in financial planning or helping clients, Rick enjoys spending time with his wife, two dogs, playing golf and watching Syracuse Basketball.
Alecia Fisher Dougherty, CFP®
Senior Vice President
Alecia is a CERTIFIED FINANCIAL PLANNER™ practitioner with 11 years of experience advising clients. Her practice focuses on issues of pre- and post-retirement investment management, income and estate-distribution planning for individuals and families.
The CFP® designation is an imperative credential that is instrumental in her application of the comprehensive financial-planning process she uses with clients. Alecia is an alumnus of Xavier University and graduated Magna Cum Laude with a degree in Finance and Marketing. Alecia presently holds Series 7, 9/10 and 66 FINRA Licenses — in addition to her Life, Accident and Health Insurance license.
Alecia is also a member the of Small Business Council and the Beta Gamma Business Fraternity. She serves as a mentor in the CFP Board WIN-WIN Mentoring Program which provides advice and support to prospective female CFP® professionals. In this role, she helps ensure that women who are interested in financial planning understand the unique benefits of the CFP® certification and receive guidance through the process.
Alecia lives in Brighton with her husband Rick, and their two dogs. In her free time she enjoys golf, yoga, reading and cuddling with her 135-pound ‘lap dog,’ Oliver, a Newfoundland-Saint Bernard mix.
Amanda McIntoshOperations Manager
After earning a Bachelor of Business Administration from Nazareth College with a concentration in Economics in 2008, Amanda began her career at Lincoln Financial Advisors. This proved to be a natural follow up to her formal education in finances, dealing with day to day applications of the principles studied at Nazareth College. Additionally, Amanda continued her formal education; earning her New York State Life, Accident, and Health Insurance license, FINRA Series 7, and is currently studying for her Series 63 securities license.
In her free time, Amanda enjoys spending time with family and friends, her families cottage on Keuka Lake, and traveling.
Thomas F. ShayVice President - Investments
Tom was born and raised in Brooklyn, New York and is a graduate of St. John’s University.
He has been a financial consultant/investment broker for 42 years and holds his Series 7 and 63 FINRA licenses in addition to life, health and accident insurances licenses.
He is a strong believer in community involvement and has served as Past President of the Perinton Chamber of Commerce (’82), Past President of the Charlotte Community Association (’98), and Past President of the Greece Rotary (’03). And he currently is a 4th-degree member of the Knights of Columbus.
Tom currently resides in the Town of Pittsford with his wife Maureen. He has two sons Tom and Andrew. In addition, they enjoy time with Brinkley, their Golden Retriever and Kolbie, their Labradoodle. In his spare time, he enjoys boating on Lake Ontario and its tributaries, cooking and gardening.
Tom Shay, Cambridge, and Echelon Wealth Advisors, LLC are not affiliated.
Francis J. Gerham, Jr., AIF®Vice President - Investments
Frank is a wealth manager for high net worth individuals as well as a cash manager for corporations and local municipalities. In his role as the owner of Frank 401-K, he works with companies to provide a retirement plan which offers a more complete service package for the individual participants while keeping cost under control for the company.
Frank Gerham, Cambridge, and Echelon Wealth Advisors, LLC are not affiliated.
Whether you’re already independent or just thinking about it, you need the freedom to make the choices that meet your clients’ expectations, and no one offers more choices than Cambridge.