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CLU®, CRPC®
Financial Planner
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.
Jennifer Hudson
Assistant
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
Awards
- The Daily Record – Circle of Excellence, Women in Insurance & Financial Services
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)
Primary Clients or Industries
Public school systems
Local private schools
Families
Primary Service Areas
Retirement planning and readiness strategies
Education funding
Financial planning
307 International Circle, Suite 390 Hunt Valley, MD 21030
