Harriet Doherty achieves pearl status, recognized as top financial advisor
Heritage Financial Consultants, a preeminent Mid-Atlantic wealth management firm providing comprehensive financial services, is proud to congratulate Harriet Doherty for being named to the Women in Insurance & Financial Services’ (WIFS) Circle of Excellence, achieving pearl status for her success in the financial services’ industry. WIFS Circle of Excellence is a voluntary recognition program for members who achieve significant income levels in the insurance and financial services industry.
WIFS is an organization committed to developing and advancing the careers of women in the insurance and financial services industry. The Circle of Excellence recognizes a distinguished group of women who have not only achieved success in their own careers, but are paving the way for more women to enter the industry.
Doherty has been in the financial services industry for more than 30 years and has achieved remarkable success, providing high-value counsel and growth strategies to her clients. She is passionate about sharing her experiences and mentoring other women pursuing a career in finance. In addition to her work with WIFS, Doherty is a member of the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors (NAIFA).
Doherty is a Chartered Retirement Planning Counselor (CRPC®) and Chartered Life Underwriter (CLU®). She specializes in financial planning, education funding and retirement preparation strategies. She holds a Bachelor of Arts in English and Education from McDaniel College.
For more information about the WIFS Circle of Excellence go to http://bit.ly/2zMfS0M