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Paula Dougherty
Manage episode 402613468 series 2803028
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Paula Dougherty is a certified financial planner and private wealth adviser leading the Achieve Private Wealth office of Ameriprise Financial Services. Starting out in the field in the mid-1990s, Paula says she had to learn how to trust herself and step outside her comfort zone to build a book of business. Today, her office is one of Forbes’ Best-in-State Wealth Management Teams and she was named to Forbes’ 2024 Top Women Wealth Advisors list. She says her work is about relationship building and being steadfast in financial advice to clients, even in a crisis. In this conversation, Paula talks about building an office culture that matched her values and her journey to develop her own style of leadership over her nearly 30-year career.
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