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Seann Archer Dougherty

Advisor at Dougherty Investment Advisors — Spring Hill, FL

Updated today

Credentials

Series 65

Experience

5 years

Location

Spring Hill, FL 34606

Dougherty Investment Advisors logo

Dougherty Investment Advisors

Supported

Total advisors

4

Across 2 offices

Clients per advisor

103 Very High

Avg AUM per client

$339,343 Low

HNW client ratio

92% Very High

About

Seann Dougherty is a financial advisor with Dougherty Investment Advisors in Spring Hill, FL. He holds a Series 65 designation and has four years of industry experience. Prior to joining Dougherty Investment Advisors, he worked for Visual Data Media Services for nine years. Dougherty Investment Advisors is a team-based, state-registered investment adviser managing approximately $114 million for about 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to select investments and offers discretionary portfolio management and financial planning services, with an affiliation to an accounting and tax practice.

Client services

Based on Dougherty Investment Advisors

Financial planning Portfolio management

Expertise

Based on Dougherty Investment Advisors

General retirement planning General tax planning Cash flow / budgeting Wealth management

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Fee options

Percentage

$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%

Project-based

Up to $300 per hour, negotiable

Other

Account minimum: $100,000

Location

See office

Spring Hill, FL

4048 Deltona Blvd.

Spring Hill FL 34606

Advisors at this office

3

Most active in

Florida · Texas

Work history

5 years of industry experience

Dougherty & Associates

2021 - Present • 5 years

Spring Hill, FL

Dougherty & Associates

2021 - Present • 5 years

Spring Hill, FL

Visual Data Media Services

2012 - 2021 • 9 years

Burbank, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Patrick M

CFP®, Series 65

Spring Hill, FL

Dougherty Investment Advisors

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.

General retirement planning General tax planning Cash flow / budgeting Wealth management Inherited wealth Retired Self-Employed Sales Professional Dentist Engineering Professional Mid-Career Professionals Approaching retirement Established Professionals Retired Baby Boomers (Born 1946-1964)
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Jordan D

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.

Business ownership considerations Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Ryan T

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.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning Wealth management
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John D

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.

General retirement planning General tax planning Cash flow / budgeting Wealth management
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Owen B

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.

Cash flow / budgeting College savings (529s, UTMA, etc.)
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John M

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.

Cash flow / budgeting College savings (529s, UTMA, etc.)
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