Patrick is the founder and president of Dougherty Wealth Management, LLC (DWM). Patrick founded DWM in 2005 after several years with New York Stock Exchange member firms. He currently serves as an instructor for Southern Methodist University’s CFP® Program and has since 2012, and previously served as an adjunct professor for the University of Dallas Graduate School of Management’s CFP® Program from 2004 to 2011.
Patrick serves on the Journal of Financial Planning’s Editorial Review Board, and previously served on the Journal’s Editorial Advisory Board, as well as on FPA DFW’s Board of Directors. He is a member of the Investment Management Consultants Association, and the Dallas Estate Planning Counsel. He has been recognized consistently by his peers and named to D Magazine's list of "Best Financial Planners in Dallas." Patrick is the co-founder of the monthly seminar series for young planners called, “You’re a Financial Planner: Now What?”
Patrick received his M.B.A. with a concentration in financial and estate planning from the University of Dallas, Graduate School of Management, as well as a BA from the University of North Texas.
On a personal level: Patrick is a graduate of the FBI Citizen’s Academy Class of 2009 and a member of their alumni association. Patrick enjoys reading, movies, water sports and baseball, as well as composing and playing music of all genres.