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Lori Dougherty brings extensive experience in the financial services industry, currently serving as a Financial Services Assistant at American Portfolios since April 2019. Prior to this role, Lori was a Private Client Associate at Janney Montgomery Scott LLC from July 2015 to April 2019 and a Registered Financial Assistant at A.G Morgan Wealth Management from June 2014 to June 2015. Lori's career in finance began at Cali Financial Services, Inc. where Lori worked as a Registered Financial Assistant from November 1989 to June 2015. Lori holds an Associate's degree in Legal Administrative Assistant/Secretary from Suffolk County Community College, earned between 1981 and 1983.