Edward Doughty, CFP®
Managing Director and Private Wealth Advisor
Ed has been a Financial Advisor for over twenty-five 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 therefor 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.
Branch Office Manager and Client Relations Manager
Jason originally joined Epic Capital Wealth Management reporting analysis but has since moved on to assist in serving clients in a number of roles. In his desire to work more closely with clients Jason attained his Series 7 and Series 66 licenses in 2018.
Understanding the paramount role money plays in every individual’s life, Jason finds the greatest satisfaction when he has the opportunity to serve 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 adventures.
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. He also devotes both his heart and time to his fiancée Meagan and their two dogs Galileo and Ellie.
Getting rich quick can be liberating, but it can also be frustrating. A sudden wealth windfall can help you address retirement saving or college funding anxieties, and it may also allow you to live and work on your terms. On the other hand, you’ll pay more taxes, attract more attention, and maybe even contend with … Continue reading “When a Windfall Comes Your Way”
The SECURE Act passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying the ability to stretch an Individual Retirement Account (IRA) and changing the age when IRA holders must start taking requirement minimum distributions to 72-years-old.1,2
When you are in your seventies, Internal Revenue Service rules say that you must start making withdrawals from your traditional IRA(s). In I.R.S. terminology, these annual withdrawals are considered your Required Minimum Distribution (RMDs).1
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