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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

410-771-5422

410-785-0044

307 International Circle, Suite 390 Hunt Valley, MD 21030