Charles Heard

Capital Analyst

Charles Heard, an investment analyst with a diverse background in traditional and alternative investments, marketing, and an expertise in rare and historical artifacts, provides a unique blend of qualifications and a unique worldview. 

Charles joined Merrill Lynch in the mid 90s as a financial advisor.  After several years there, he joined Wells Fargo Advisors in the early 2000’s as a financial consultant formulating and implementing financial strategies for high net worth households.  In 2013, Charles joined Dougherty Wealth Management as a capital analyst.

Beyond traditional investments, Charles has a lifetime interest in researching, collecting, and promoting historical memorabilia and pop culture artifacts as alternative investments.  He has been interviewed by the Wall Street Journal, A&E Network, Dallas Morning News, and the History Channel in conjunction with his expertise in the collecting world. 

As the son of an Air Force pilot, Charles was born in the Philippines, grew up in France, lived at the United States Military Academy at West Point, New York, and many places across America – all before the age of 10.  Charles received his Bachelor’s Degree from the University of Texas at Dallas and then embarked upon a twenty year career with a Fortune 500 consumer products company.  During this tenure he accepted a three-year assignment in Germany and conducted business in several European countries.  Charles now makes his home in Lakewood with his wife Sherry, their two pugs and a parrot. He is a published author and enjoys taking postgraduate courses in History and Liberal Arts.