Baltimore-Native Honored by United Way, The Daily Record & Baltimore Business Journal
Hunt Valley, Md. – October 16th, 2018 – Heritage Financial Consultants, a preeminent Mid-Atlantic wealth management firm providing comprehensive financial services, today announced that Advisor Elizabeth Paal is being recognized for her dedication to giving back to the community, by the United Way, The Daily Record and Baltimore Business Journal.
The United Way of Central Maryland, which fights our region’s most critical problems, named Paal to their Board of Directors effective July 1, 2018. In addition, Paal was named Chair of Emerging Leaders United, United Way’s young professionals group which provides the opportunity to give back and make long-lasting change in Maryland.
“Baltimore is my home and I am thrilled each time I get to share my passion for lifting up our communities and neighbors in need,” said Elizabeth Paal, Advisor at Heritage Financial Consultants. “Whether I am working with my clients at Heritage Financial Consultants, or volunteering in my free time, I am focused on making a positive impact in someone’s life through education and service.”
Paal has also been named a “2018 VIP List Winner” by The Daily Record. This award recognizes professionals 40 years of age and younger who have been successful in Maryland. Winners, chosen by a panel of previous VIP List honorees and business leaders, were selected on the basis of professional accomplishments, community service and commitment to inspiring change. Visithttps://bit.ly/2uoHAyO for more information.
The Baltimore Business Journal selected Paal to sit on the panel for their upcoming “Millennial Mentality LIVE!” event in August. This event will present a unique networking and educational opportunity which will focus topics regarding the millennial generation in the workplace.
“Heritage Financial Consultants is proud of Elizabeth for her accomplishments in and out of the office,” said Brian Gracie, Founder of Heritage Financial Consultants. “In addition to helping her clients achieve their lifelong financial goals, Elizabeth constantly extends herself to serve those in our community. She is an exemplary part of our team and truly lives out our motto to “Work Hard. Play Hard. Make a Difference.”
Baltimore-native Elizabeth Paal has been a CERTIFIED FINANCIAL PLANNER™ practitioner with Heritage Financial Consultants since 2006 where she specializes in comprehensive financial planning in the areas of wealth management, retirement planning, education funding, risk management (insurance), and estate planning.
Paal’s previous awards and community involvement include: *The Daily Record’s Twenty in Their Twenties (2013), Cystic Fibrosis Foundation’s Maryland’s Finest (2015), Vice Chair of Emerging Leaders United at United Way (2017), Junior League of Baltimore and Leadership Baltimore County.
Heritage Financial Consultants is a full-service financial services firm that specializes in wealth management, retirement and estate planning, business ownership and succession, insurance and risk management, and employee benefit services.
For more information on Heritage’s services and locations, please visit www.heritageconsultants.com.
*Nominations, including self-nominations, are from people in the community for those who show civic and community involvement along with professional accomplishment, all while in their twenties. No fee was paid to receive the award. http://bit.ly/2s9qQIV