Meghan Doherty, CFP®, WMCP®, CHFC®

Designations

• Certified Financial Planner ®¹
• Chartered Financial Consultant ®
• Wealth Management Certified Professional ®

Work Experience

• Joined MAI in 2025 bringing 25 years of financial industry experience
• A fiduciary advisor who utilizes a collaborative approach to help clients define and meet their financial goals
• Specializing in holistic financial planning, investment management, tax planning, and estate planning solutions
• Financial Planning Director with Nationwide Financial for over 3 years
• Sixteen years as a Retirement Plan Consultant with Mass Mutual, Voya and Empower

Life Outside of MAI

• Serves on the City of Dunedin Edgewater Advisory Committee
• Member of the Dunedin Fine Arts Center
• A Florida native, she can be found on adventures with her family and friends biking, playing tennis, volunteering and traveling.

Education

• The University of California – Financial Planning Program
• The University of Florida– Bachelor of Science in Psychology

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.