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Leanne Baldwin

Client Relationship Analyst

About Leanne Baldwin

Leanne Baldwin has worked at Heritage Financial Consultants since 2019 as an Intern while attending Towson University in 2020.  Upon graduating cum laude with a Bachelor of Science in Financial Planning, she accepted a role as Client Relationship Analyst for John G. McCarthy III’s practice and has assisted in John’s practice ever since.  Leanne is FINRA Series 7 securities registered.

Education
  • Bachelor of Science in Financial Planning, Towson University, 2020,
  • Graduated with Latin Honors (Cum Laude)
  • WMS Partners Future Leaders in Finance Scholarship recipient for Spring 2020 at TU
  • FINRA Series 7 Registered
Awards
  • Graduated with Latin Honors (Cum Laude)
  • WMS Partners Future Leaders in Finance Scholarship recipient for Spring 2020 at TU
Certifications
  • SIE certification
  • FINRA Series 7 Registered

410-771-5407

410-785-0044

307 International Circle, Suite 390 Hunt Valley, MD 21030