Windsor Financial Group
Timothy J. Dougherty,
220 Gibraltar Road, Suite 350
Horsham, PA 19044
Timothy J. Dougherty, MSFS, CFBS, C(k)P, AIF, CLU, ChFC, CLTC
Tim is a financial services professional with Windsor Financial Group, a financial, estate and business planning company providing planning, investment and insurance solutions to small businesses, fiduciaries and individuals.
Presently, he is the retirement plan specialist at Windsor Financial Group. He is also a Certified Family Business Specialist (CFBS) and has been serving clients as a financial advisor since 1986. Tim holds a number of credentials, including: a Master’s in Financial Services (MSFS) from American College in Bryn Mawr; Certified 401(k) Professional (C(k)P); Certified Financial Planner (CFP); Accredited Investment Fiduciary (AIF); Chartered Life Underwriter (CLU); Chartered Financial Consultant (ChFC); and a Certification in Long-Term Care (CLTC).
Tim is a member of The Retirement Plan Advisory Group (RPAG), a national strategic alliance of over 800 advisors from 420 independent advisor firms. RPAG members manage 22,000 retirement plans with strategic, expertly crafted consulting services for Qualified and Non-Qualified Plans to more than $100 billion collective assets under advisement. He was honored by the Society of Financial Service Professionals as a 2002 recipient of the Paul S. Mills scholarship, awarded for his commitment to ethical practice, lifelong education and volunteerism in the financial services industry. This is the highest honor awarded to SFSP members.
Tim is past President for the National Association of Insurance and Financial Advisors – Greater Philadelphia - (NAIFA-GP) 2011-2012. He is licensed to sell insurance and securities in FL, KY, NC, NJ, NY and PA, and is an Investmeznt Advisor Representative of MML Investors Services, LLC.
A graduate of Lycoming College, Williamsport, PA with a Bachelor’s in Business Administration and Economics, he enjoys music, golf, football, baseball, wrestling, travel, and dining with his wife, family, and friends. Tim resides in Jamison, PA with his wife Lisa and their two children, Timmy and Brynn.
Timothy Dougherty is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 220 Gibraltar Road Suite 350 Horsham, PA 19044 (215) 441-8200. Windsor Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202101-241268