Michael C. Doherty, Jr.
Shortly after graduating from college, Michael began working in the financial services industry. In 1983, Michael started his career with a Wall Street-based investment firm in New London, Connecticut. At the age of 26, he was promoted to branch manager and proceeded to establish an office in St. Louis, Missouri. After a few years, he decided that management was not for him (and he hasn't touched Maalox since!) He also missed working directly with people and experiencing the relationships that develop. So Michael and his wife decided to move back to Connecticut to start their family and he resumed working directly with people to help make a difference in their financial lives.
Michael earned a B.S. in Economics from Southern Connecticut State University. He received his Chartered Financial Consultant (ChFC) designation and his Chartered Life Underwriter (CLU) designation from the American College, and his LUTCF designation from the Life Underwriters Training Council and National Association of Insurance and Financial Advisors. Michael is also a certified instructor for the Continuing Education (CE) courses that allow licensed individuals to meet the Connecticut-mandated CE requirements.
Michael is on the board of directors and is a past president (twice) of the National Association of Insurance and Financial Advisors of New London County. He is past president of the Waterford Rotary Club, and is a member of The Estate and Tax Planning Council of Eastern Connecticut. Michael is also a member of The Financial Planning Association.
Michael was raised and lives in Montville with his wife Karen and sons, Ryan and Kevin.
Michael C. Doherty, Sr.
After a 32-year career with a company in another industry, Mike made a dramatic career change. Since October 1993, Mike has enjoyed helping people meet their investment and insurance needs.
Mike is a graduate of Mitchell College and the University of Connecticut and has earned his Master's degree from the University of New Haven. He is continually furthering his education, and has earned the LUTCF designation. He also attends the CE courses presented by his son Michael, an interesting turn of events.
Mike is on the board of directors of the National Association of Insurance and Financial Advisors of New London County, and is a member of the Norwich Lodge of Elks, the Naval Submarine League and the Armed Forces Communication and Electronics Association. He is past president of the Montville H.S. Booster Club and the Uncasville PTA.
Mike and his wife Joan, our administrative assistant at DFS, have lived in the Uncasville section of Montville for the past 35 years. They have three children and six grandchildren.
We enjoy working with individuals and business owners in areas of financial planning, including retirement planning, individual and corporate benefits, insurance planning (life, disability and long term care) and investment planning. We are licensed for business in Connecticut, Massachusetts, and Rhode Island, as well as other states nationwide.
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