Stoughton, MA Turnpike St Office

Patrick Dougherty is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial in Stoughton, MA. His prior roles include seven years at Infinex Investments and a cumulative 15 years at South Shore Bank. Outside of his financial advisory work, he serves as a USA Hockey referee. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a broad range of advisory and brokerage services supported by in-house and third-party research, offering both discretionary and non-discretionary management solutions.

Stephen Lubin is a CFP®-certified financial advisor with over 32 years of industry experience. He is currently with LPL Financial and has previously worked at Citizens Securities, Inc. for 15 years, Infinex Investments, Inc. for 2 years, and South Shore Bank for 3 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.