Heritage brings additional experience and locations with new Financial Advisor

Heritage Financial Consultants, LLC welcomes Regina M. Beatty CBEC™, CRPC®, CFP® as their newest planner. A financial professional for over 25 years, Regina specializes in planning for successful business owners and their families. With the addition of Regina and her team of financial planner Julian Grubbs and client relationship manager Sierra Morningstar, Heritage also extends its reach to now include an office in Pittsburgh, and adds the Sarasota/Lakewood Ranch area to its existing, thriving Florida offices in Miami, Naples and Boca Raton. Regina will be joining the firm as a partner and will lead these two new offices.

“Regina and her team are exciting additions to our established but expanding firm!” said Brian Gracie, founding partner, Heritage Financial Consultants. “Her experience will help bolster our portfolio of services, along with growing our footprint into two new markets.”

A proud graduate of Duquesne University, Regina’s career has grown to focus expertise on all facets of business succession planning and coordinated estate/legacy planning. She also serves as a board member for The Resource Group within Lincoln Financial Advisors, representing the most elite advisors across the country.

“In our quest to consistently provide an exceptional client experience, we are honored to affiliate with Heritage, bringing deep planning resources and wealth management expertise to our valued clients.” said Beatty.

Led by founder Brian Gracie, Heritage Financial Consultants aims to make a positive impact on the lives of their clients, and their clients’ families, through education and innovative financial solutions. In April 2020, Heritage Financial Consultants celebrated the company’s 21st anniversary, now with more than $5 billion in client invested assets across seven offices in Maryland, Virginia, Delaware, Florida, and now Pennsylvania.

About Heritage Financial Consultants

Heritage Financial Consultants is a full-service, independent financial services and wealth management firm headquartered in Hunt Valley, Md. Heritage Financial Consultants helps individuals, families and businesses gain a sense of security through comprehensive financial services including wealth 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.