Kathy Armstrong
Financial Planner @Heritage Financial Consultants Llc
Signup · Get unlimited contacts
WORK HISTORY
Financial Planner @Heritage Financial Consultants Llc
Hunt Valley, MD, US
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. Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
EDUCATION
Loyola University Maryland
MBA
ABA National Graduate Trust School - University of Chicago
Trust and Financial Services
ABA National Trust School - Northwestern University
Trust and Financial Services
College for Financial Planning
CFP, CRPC
Roanoke College
BA
SKILLS
ABOUT KATHY ARMSTRONG
My professional journey has included two passions - financial planning and education. For…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.