Steven Daugherty

Steven Daugherty is a Senior Vice President in Wealth Management at UBS Financial Services, where they provide strategic financial planning and investment management for corporate retirees and their families. After enlisting in the United States Marine Corps, Steven worked through both undergraduate and graduate school while building a successful career at AT&T. In 1998, they founded the Daugherty Group at Morgan Stanley before moving to UBS in 2007 to enhance their clients' financial solutions. With a commitment to helping families secure their financial futures, Steven emphasizes investment strategies designed to ensure comfortable and independent retirements.