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Credentials
CFP®, Series 65
Experience Industry experience
1 year
Location
Spring Hill, FL 34606
Dougherty Investment Advisors
Supported
Patrick A. Manconi, CFP®, serves as Senior Financial Advisor of Dougherty Investment Advisors, where he takes a disciplined and data-driven approach to financial advising. He works with clients to develop efficient and actionable financial plans tailored to their unique goals and priorities.
As a fee-only fiduciary, Patrick provides objective advice in retirement planning, investment management, tax-efficient wealth strategies, and estate planning. His mission is to equip his clients with the tools they need to reduce financial stress and pursue their goals with confidence.
Early in his career, Patrick became one of the youngest CERTIFIED FINANCIAL PLANNER® professionals in the country after completing the CFP Board’s education, examination, ethics, and professional experience requirements at the age of 23. He is currently pursuing a Master of Business Administration degree with a concentration in Finance from the New York University Stern School of Business.
A third-generation Tampa Bay native, Patrick was born in Spring Hill and raised in Tampa. He earned dual Bachelor of Science degrees in Finance and Computer Engineering from the University of South Florida, graduating cum laude with both degrees. He competed as a Division I student-athlete on the USF Bulls football team and was named to the American Athletic Conference All-Academic Team.
He is the son of decorated Vietnam veteran Sgt. Thomas Manconi and the grandson of Vince Vanni, a local educator and former president of The Greater Hernando County Chamber of Commerce. Patrick is inspired by his family’s longstanding commitment to service, education, and business leadership.
Outside of the office, Patrick enjoys following USF athletics, staying active, volunteering, and spending time with family and friends. He is actively involved in the Hernando County community and serves on the board of a local nonprofit organization.
$0 - $250,000: 1.25% $250,001 - $1,000,000: 0.75% $1,000,001 - $10,000,000: 0.65% $10,000,001+: 0.55%
Up to $300 per hour, negotiable
Account minimum: $100,000
Spring Hill, FL
4048 Deltona Blvd.
Spring Hill FL 34606
Advisors at this office
3
Florida · Texas
1 year of industry experience
Dougherty & Associates, LLC
2023 - Present • 3 years
Spring Hill, FL
University of South Florida
2020 - 2023 • 3 years
Tampa, FL
Middleton High School
2016 - 2020 • 4 years
Tampa, FL
Unemployed
2015 - 2020 • 5 years
Tampa, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Spring Hill, FL
Glow Financial Planning LLC
Jordan Drinkhouse is a CFP® certificant affiliated with Glow Financial Planning LLC, bringing four years of industry experience. Prior to his current role, he worked at Xena Financial Planning, LLC and ENOW Financial. His background also includes experience with Nationwide Investment Services Corp and various other financial and non-financial roles. Glow Financial Planning LLC is an independent registered investment adviser serving individuals and high-net-worth clients. The firm offers fee-only financial planning and investment management services, emphasizing Modern Portfolio Theory, asset allocation, and passive management through index funds and ETFs.
Series 65
Spring Hill, FL
Tower Wealth Planning
Ryan Tower is a Series 65-credentialed advisor with Tower Wealth Planning in Spring Hill, FL. He has been with Tower Wealth Planning since 2026 and has prior experience with Marten Transport and the University of South Florida. Tower Wealth Planning provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a fee-only model and focuses on asset allocation tailored to client goals using a mix of passive and active investments, while also offering comprehensive financial planning on a recurring or project basis.
Spring Hill, FL
Dougherty Investment Advisors
John Dougherty is a financial advisor at Dougherty Investment Advisors with 28 years of industry experience. He has been involved with John Archer Dougherty, Inc., a holding company where he serves as director and owner since 2003, and has worked with Dougherty & Associates, LLC since 1989. Dougherty Investment Advisors is a team-based firm managing approximately $114 million for around 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis to construct diversified portfolios and offers discretionary management alongside comprehensive financial planning services.
Series 65
Spring Hill, FL
Campbell & Company Wealth Management, LLC
Owen Burne is a financial advisor at Campbell & Company Wealth Management, LLC with a Series 65 credential and no prior industry experience. His background includes service in the United States Air Force and the Air Force Reserves, as well as work at the University of South Florida. Campbell & Company Wealth Management offers tailored investment management and comprehensive financial planning to individual clients, focusing on areas such as retirement, estate and tax planning, and cash-flow management. The firm primarily uses a passive investment approach with index funds and ETFs, supported by fundamental and cyclical analysis, and partners with an unaffiliated sub-adviser for portfolio implementation.
Series 65
Spring Hill, FL
Campbell & Company Wealth Management, LLC
John Macho is a financial advisor with Campbell & Company Wealth Management, LLC in Spring Hill, FL. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at Impact Partnership Wealth, LLC and THE Impact Partnership, LLC. Campbell & Company Wealth Management provides tailored investment management and comprehensive financial planning to individual clients, focusing on areas such as retirement, estate and tax planning, and cash-flow management. The firm primarily uses passive investment strategies with index funds and ETFs and engages an unaffiliated sub-adviser for portfolio implementation.
Series 65
Spring Hill, FL
Campbell & Company Wealth Management, LLC
Monica Wahl is a financial advisor at Campbell & Company Wealth Management, LLC with a Series 65 designation. She has experience in related business activities dating back to 2000, including work with Campbell & Co, CPAs, PA, and various affiliated entities. Campbell & Company Wealth Management provides tailored investment management and comprehensive financial planning services focused on retirement, estate and tax planning, cash flow and debt management, college savings, and insurance reviews. The firm primarily uses a passive investment approach with index mutual funds and ETFs combined with fundamental and cyclical analysis, and it operates through an unaffiliated sub-adviser.
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