53 min

Paula Dougherty No Ceiling by SBJ Podcasts

    • Careers

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 ...

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 ...

53 min