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Harriet Doherty

CLU®, CRPC®

Financial Planner

About Harriet Doherty

Meet Harriet

Harriet Doherty, a Chartered Life Underwriter (CLU®) and Chartered Retirement Planning Counselor (CRPC®), has been in the financial services field for more than 30 years. 

Harriet’s mission is to advise her clients in retirement planning and financial planning, concentrating on retirement-readiness strategies. She has been involved in the retirement plan market since 1994, working with several private schools in the Baltimore area, as well as with the Anne Arundel County public school system. Harriet affiliated with Lincoln Financial Advisors (LFA) in 1982.

Harriet is a lifelong resident of Lutherville, MD. She and her husband, Denny, currently reside there. They have two grown children and four grandchildren.  CRN-3447697-021021

Certifications
  • FINRA Series 7, 63, and 65 registered
  • Chartered Life Underwriter (CLU®)
  • Chartered Retirement Planning Counselor (CRPC®)
  • Registered Investment Advisor Representative 
  • Life and health insurance licensed
Professional Associations
  • National Association of Insurance & Financial Advisors (NAIFA)
  • Society of Financial Service Professionals
  • Women in Insurance & Financial Services (WIFS)
  • The WISE Group
Education
  • B.S., McDaniel College
Community Involvement
  • Maryland Transportation Authority (Board Member)
  • Women United – United Way of Central Maryland
  • GBC Leadership (Alumna)
  • Leadership Baltimore County (Alumna)
  • Executive Alliance – formerly Network 2000 (Past President)
  • Junior League of Baltimore (Past President)
Awards
  • The Daily Record – Circle of Excellence, Women in Insurance & Financial Services

The Circle of Excellence, Women in Insurance & Financial Services award is independently produced by The Daily Record and based on professional achievements and community & mentoring activities.  Harriet Doherty was nominated for the award.  A $25 fee was paid to the Daily Record for the nomination; however, no fees were paid for the promotion or receipt of this award.  The award was independently granted and membership in an organization was not required.

Harriet Doherty's Team
Jennifer Hudson

Jennifer Hudson

Assistant

Primary Clients or Industries

Public school systems

Local private schools

Families

Primary Service Areas

Retirement planning and readiness strategies

Education funding

Financial planning

harriet.doherty@lfg.com

410-771-5422

410-785-0044

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307 International Circle, Suite 390 Hunt Valley, MD 21030

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We are licensed in the following states. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, Wyoming and Puerto Rico.

Insurance: Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois (IL), Indiana (IN), Iowa, Kentucky, Maine, Maryland, Massachusetts, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, Wisconsin and Wyoming.

Heritage Financial Consultants

307 International Circle
Suite 390
Hunt Valley, MD 21030
P: 410-785-0033  F: 410-785-0044

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

 

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

 

Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors.

 

Lincoln Financial Advisors and its representatives do not offer tax or legal advice.  Individuals should consult their tax or legal professionals regarding their specific circumstances. 

Not all registered representatives with our firm are able to offer advisory services.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here

CRN-3372080-121520 

Committed to your success.

 

© 2020 Heritage Financial Consultants, LLC

 

1 The Top Workplace award is independently produced by the Baltimore Sun and is based on employee feedback via a 50 question survey.  Heritage Financial Consultants, LLC (Heritage) applied for this award.  Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Sun for  the nomination, promotion or receipt of this award.  This award was independently granted and a membership in an organization was not required. 

2 The Largest Financial Planners in the Baltimore area award is independently produced by the Baltimore Business Journal and is based on the ranking of local Baltimore financial planning firms by the number of registered representatives. Heritage was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Business Journal for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.

3 The Top 30 Money Managers in the Philadelphia area award is independently produced by the Philadelphia Business Journal and is based on the ranking of local Philadelphia financial planning firms by assets under management. Heritage Financial Consultants, LLC (Heritage) was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Philadelphia Business Journal for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.

4 The Fastest-Growing Private Companies in the Baltimore area award is independently produced by the Baltimore Business Journal and is based on the ranking of private local Baltimore companies by annual revenue growth. Heritage Financial Consultants, LLC (Heritage) was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Business Journal for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.