RICHMOND, VA, April 03, 2026 /24-7PressRelease/ -- Kelsey Daugherty has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.

Ms. Daugherty, born in Roanoke, Virginia, has established herself as a leading expert in investment management, financial planning and retirement plans for more than a decade. Her professional journey is marked by a series of significant roles and achievements that underscore her dedication to client service, business development and industry leadership.

Since 2023, Ms. Daugherty has served as senior advisor at Ashwood Financial Partners, where she works directly with clients to develop comprehensive financial plans, focusing on retirement and Social Security strategies as well as broader financial planning services. She assists clients with investment management needs, oversees portfolio management, including the buying and selling of stocks, and is instrumental in business development efforts by bringing new clients to the firm.

Ms. Daugherty has also contributed her leadership skills as vice president on the board of directors for Interspan Staffing in Virginia since 2012. In this ongoing role, she provides strategic guidance and oversight, helping to shape the direction of the organization.

Earlier in her career, Ms. Daugherty's tenure at Goldman Sachs stands out as a defining period. From 2020 to 2022, she was a private wealth advisor in Washington, District of Columbia, following an initial appointment in Texas in 2020. During her time at the firm, she worked closely with ultra-high-net-worth individuals, successfully bringing in clients with assets exceeding $10 million—a milestone she regards as one of her most significant professional achievements. Her ability to cultivate relationships with high-value clients demonstrated her exceptional acumen in wealth management and client relations. Prior to these advisory roles, she gained valuable experience as an investment management summer associate at Goldman Sachs in Texas in 2019.

Earlier in her career, Ms. Daugherty served as an imaging specialist at Cranial Technologies Inc. in Texas in 2018, where she honed her attention to detail and client service skills. She also broadened her perspective through international experience as a fundraising and programming intern with Justice Defenders in the United Kingdom in 2015.

Ms. Daugherty's academic background has played a pivotal role in her professional success. She earned a Master of Business Administration from the SMU Cox School of Business in 2020, equipping her with advanced knowledge essential for navigating complex financial landscapes. She previously completed a Bachelor of Science in kinesiology and exercise science with a focus on public health at the College of William & Mary in 2016. Her commitment to professional excellence is further reflected in her certifications, including the Advisor for Women™ certificate from Willow and recognition as a certified plan fiduciary advisor, among many others.

Overall, Ms. Daugherty attributes much of her success to her strong educational foundation and the support of her close-knit family based in Richmond. She credits her father's entrepreneurial spirit as an enduring influence on her approach to business and leadership.

Beyond her professional responsibilities, Ms. Daugherty is deeply engaged with civic organizations throughout Richmond. She has served on the board of directors for RVA757 Connects since 2022 and is a junior board member for the Children's Hospital of Richmond at Virginia Commonwealth University. Additionally, she has been a president's council member for Sports Backers, an associate board member for the Children's Museum of Richmond and a young professionals board member for Greater Richmond Fit4Kids.

Ms. Daugherty's accomplishments have been recognized through several prestigious awards, including being named Women Advisor to Watch by Advisor Hub in both 2025 and 2026. She was honored as a Forte Fellow by the Forte Foundation in 2019, inducted into the Order of Omega at the College of William & Mary in 2015 and consistently achieved Dean's List honors in her academic studies.

Outside of her professional life, Ms. Daugherty enjoys hiking and visiting national parks in her free time. Looking ahead, she intends to grow her business and expand her client base at Ashwood Financial Partners while deepening her focus on financial planning services tailored specifically for women—a major area she has identified for future professional development and business expansion.

About Marquis Who's Who®:

Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. The suite of Marquis® publications, including Who's Who in America® and Who's Who in the World®, remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the globe. Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.

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