Heritage Financial Consultants, a preeminent Mid-Atlantic wealth management firm providing comprehensive financial services, today announced that it expanded services through the opening of an office in Annapolis, Md. The Annapolis office will be led by new hire Brittain (Dee) Humphrey.
With over 30 years as a financial planner, Humphrey assists clients with accumulating savings to reach financial independence in retirement. He has significant experience with long-term care, disability income and life insurance, education funding, estate planning and investment planning. In addition, he is general securities licensed for stocks, bonds and mutual funds.
Humphrey is a Chartered Retirement Planning Counselor (CRPC), Chartered Life Underwriter® (CLU), Chartered Financial Consultant® (ChFC) and Chartered Advisor for Senior Living® (CASL).
Humphrey, who resides in Grasonville, Md., will work out of the newly established office at 166 West St., Annapolis, MD 21401. Heritage Financial Consultant’s expansion into Anne Arundel County reflects its strong, firm-wide growth.
“Dee is a strong, experienced leader and relationship manager and will be a great addition to our team,” said John McCarthy, a Partner at Heritage Financial Consultants. “As we expand into Annapolis, we are better positioned to serve clients throughout the Mid-Atlantic region.”
Prior to working in the financial services industry, Humphrey owned and operated a retail business for 13 years and is a retired senior officer from the Army National Guard with 23 years of service. Humphrey earned his Bachelor of Science in Business from Virginia Polytechnic Institute and State University.
To learn more about Heritage Financial Consultants and its advisors, please visit http://heritageconsultants.com/about-us/.
About Heritage Financial Consultants
Heritage Financial Consultants is a full-service, independent financial planning and wealth management firm headquartered in Hunt Valley, Md. Heritage Financial Consultants provides peace of mind for individuals, families and businesses through comprehensive financial services including investment management, retirement and estate planning, business ownership and succession, insurance and risk management, and employee benefit services. For more information, please visit www.heritageconsultants.com.
Registered associates of Heritage Financial Consultants, LLC are registered representatives of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors. CRN-1612200-100616
