Meet The Team

"Financial Advisor Charlotte NC"

 
Photo of Ed Doughty Financial Advisor Charlotte NC
Edward Doughty, CFP®

Managing Director and Private Wealth Advisor, CSRIC®

Ed has been a Financial Advisor in Charlotte NC for over twenty-seven years and a CERTIFIED FINANCIAL PLANNER™ since 2008. He founded Epic Capital Wealth Management in 2009 and continues to serve individual clients and their immediate families.

His own upbringing was his inspiration for wanting to help other individuals accumulate, grow and protect their wealth. Growing up in a middle-class family in South Jersey, his parents were divorced when he was 5-years old. His father was a partner in a small but successful law firm while his mother battled multiple health challenges and required governmental financial assistance. He has seen both ends of the wealth spectrum which has instilled in him the want and desire to make smart money choices, both for himself, for his own family, and for his clients.

He is a big believer in continually educating himself in the field of personal finance and therefore has a strong focus on educating his clients to help them become better managers of their own wealth. Open dialogue, clear communication, full transparency and making himself available when needed is the foundation of each and every client relationship.

Epic Capital separates itself from other firms on a number of levels, but one of the most important to Ed was his firm’s community involvement and helping to lift up the underserved and the less fortunate. His personal passion to serve is unwavering and it is evidenced by his commitment to, and involvement with, a multitude of both local and international non-profits.

In his time outside of work his number-one priority and ultimate focus are his two young children, his daughter Ellie and his son Grady. Ed also greatly enjoys the outdoors, hiking, camping, and multi-sport training and exercise. He and his wife Jenny reside in the South Park area of Charlotte.

Bio Video for Financial Advisor Ed Doughty
Edward R. Doughty, CFP®, CSRIC®, and Financial Advisor Charlotte NC

 

 

Photo of Jason Dimitriou in Charlotte NC

Jason Dimitriou

Branch Office Manager and Client Relations Manager

Jason originally joined Epic Capital Wealth Management in 2013 with a focus on client reporting and financial analysis. But he has since moved on to assist in serving clients on numerous fronts. In his desire to work more closely with our clients Jason attained his Series 7 and Series 66 licenses in 2018, on his way to becoming a Financial Advisor.

Understanding the paramount role money plays in every individual’s life, Jason finds the greatest satisfaction when he has the opportunity to work with clients directly as he walks them through our online financial planning process, a customized approach that he has helped refine and streamline at Epic Capital.

Originally from New Jersey, Jason has called Charlotte home since 2006. He is a graduate of the University of North Carolina at Charlotte, where he majored in History and specialized in Cold War Economic Theory. A perpetual student and avid reader, Jason constantly seeks new knowledge and has set his sights on earning a CERTIFIED FINANCIAL PLANNER® designation down the road.

Jason is a current board member of the local Wine to Water® Charlotte Chapter which helps to bring clean water to those in need around the world. He very much looks forward to his next international volunteer effort opportunity in addition to his own international travels.

In his spare time, he enjoys spending time engaged in activities at the US National White Water Center, competing in SPARTAN™ races, trail running, camping, and is an all-around avid outdoors enthusiast. When at home, you can usually find him in the kitchen honing his culinary skills – a true passion of his. He also devotes both his heart and time to his wife Meagan and their two dogs Galileo and Ellie.

Bio Video for Jason Dimitriou
Jason Dimitriou, Branch Operations Manager Charlotte NC

Epic Insights

Oct 20, 2021

If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself or DIY investment management can be a bad idea for the retail investor for myriad reasons. Getting caught up in the moment. When you are watching your investments day to day, you can lose a sense … Continue reading “Why DIY Investment Management Is Such a Risk”

Oct 18, 2021

If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of your ability, but a measure of your character.You can approach these tasks methodically. In fact, it is probably best if you do. Here are the common steps required of executors, before … Continue reading “An Executor Checklist”

Oct 18, 2021

Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health and Human Services estimates that 69% of people over age 65 can expect to need extended care services at some point in their lives. So, understanding … Continue reading “Understanding Long-Term Care”

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