Kathy Armstrong, MBA, CFP®

Financial Planner at Heritage Financial Consultants LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Baltimore City County, Maryland, United States, US
Skills

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Credentials

  • Certified Financial Planner
    College for Financial Planning
  • Chartered Retirement Planning Counselor
    College for Financial Planning
  • Life and Health Insurance registered
    Maryland Insurance Administration
  • Series 7, 65, and 63 registered
    FINRA

Experience

  • Heritage Financial Consultants LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Jan 2004 - Present

      Heritage Financial Consultants is a client-focused financial services firm providing fee-based financial, retirement, investment, business succession and estate planning strategies to high net worth individuals, families and businesses. Katherine Bays Armstrong is a financial planner, registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Heritage Financial Consultants LLC is not an affiliate of Lincoln Financial Advisors Corp. She is securities licensed in AZ, CO, DE, FL, GA, HI, IN, MD, NJ, NC, PA, TX, VA, AL, DC, MA, CT, SC, KS and WA. Show less

  • The Johns Hopkins University - Carey Business School
    • United States
    • Education Management
    • 200 - 300 Employee
    • Faculty Associate
      • 1992 - 2011

      Financial Planning, Strategic Planning and Marketing (Graduate Division). Financial Planning, Strategic Planning and Marketing (Graduate Division).

  • Mercantile Safe Deposit & Trust
    • Vice President, Private Banking
      • Mar 1999 - Dec 2003

      Investment and Wealth Management Division Investment and Wealth Management Division

  • Notre Dame of Maryland University
    • United States
    • Higher Education
    • 200 - 300 Employee
    • Assistant Professor
      • 1984 - 1990

Education

  • Loyola University Maryland
    MBA
  • College for Financial Planning
    CFP, CRPC, Financial Planning and Services
  • Roanoke College
    BA, Economics
  • ABA National Graduate Trust School - University of Chicago
    Trust and Financial Services
  • ABA National Trust School - Northwestern University
    Trust and Financial Services

Community

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