Succession Planning Division

You’ve worked hard to build your practice. You also want to make sure that your clients are taken care of after you’re gone. With an average financial professional age nearly a decade younger than the industry average, CFG will work diligently to partner you with someone to take care of your clients and continue the legacy you’ve built.

Lisa Doherty

Director of Securities Operations and OSJ Branch Manager

888-484-3778

888-613-5456

ldoherty@advisorsadvantagenetwork.com

Lisa Doherty serves as the Director of Securities Operations and Senior OSJ Branch Manager for the Advisor's Advantage Network.