Jenny Doherty, CFP®
Managing Director Client Advisor Anchorage, AK
Linkedin
Phone
907.600.2000Fax
206.707.7399Jenny joined Freestone in 2015 after beginning her career at Coldstream Capital Management, where she supported a relationship management team. She is passionate about helping clients achieve success in what matters most to them and believes that confidence in one’s financial well-being is the foundation for that success.
Jenny enjoys working closely with her clients to build that confidence through comprehensive wealth planning and a long-term investment approach. She is responsible for all aspects of her clients’ financial lives, including guiding each client’s unique investment strategy and ensuring all wealth management needs are thoughtfully addressed.
With more than 10 years of experience working directly with clients, Jenny brings Freestone’s expertise to Alaska, where she is based in Anchorage.
Education
Jenny earned her BA in Business Administration with a focus in finance from the University of Washington Foster School of Business. She is a CERTIFIED FINANCIAL PLANNER™ professional.
Outside Freestone
Jenny is a proud mom of two young kids, Violet and Parker, and spends most of her free time keeping up with their adventures. Violet currently loves the trampoline park, while Parker’s favorite activity is trailing right behind his big sister.
Born and raised in Homer, Alaska, Jenny is a true Alaskan at heart and enjoys the outdoors year-round—especially skiing, hiking, and biking with her husband, Charlie. Their dog, Glacier, is usually along for the adventure.
When she’s not meeting with clients or on the go with her family, Jenny stays actively involved in the community as a board member of the Anchorage Estate Planning Council and Best Beginnings Alaska, and as an active member of the Anchorage Chamber of Commerce.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For additional information visit Freestone’s Disclosure Page: https://www.freestonecapital.com/important-disclosures.