LEDGEWOOD FINANCIAL - Key Persons

Brian E. Doherty - Founder

Job Titles:
  • Co - Founder
  • Financial Advisor
As co-founder and financial advisor at Ledgewood Financial, Brian provides financial guidance to individuals, families, and small business owners looking to achieve a greater degree of financial independence through comprehensive planning. Brian's areas of focus are retirement planning strategies, income tax planning strategies, protection and insurance, estate planning strategies, education planning, and general financial planning. Brian earned his BS in accounting from Stonehill College in Easton in 2005. He began his career as a financial advisor at Ameriprise Financial in Boston. Brian most recently worked for nine years as an advisor and an assistant vice president for Salem Five Financial in Swampscott. Brian was born and raised in Malden and currently resides in Lynnfield. He is an active member of the Malden Moose Fraternal Organization. Brian is also a long-standing NCAA football official, high school baseball umpire, and serves on the Board of Directors of the Association of New England Football Officials.

Gilbert A. Gallant - Founder

Job Titles:
  • Co - Founder
  • Financial Advisor

Mary M. Bertucci

Job Titles:
  • Client Relationship Manager
Mary has more than 25 years of experience in financial services dealing directly with clients. As client relationship manager, Mary's role is to proactively ensure that client service needs are being met. Mary is a graduate of Bishop Fenwick High School and has an associate's degree from North Shore Community College. Prior to joining Ledgewood Financial, Mary had a wide range of client-facing roles at Salem Five Bank. Mary is a lifelong resident of the North Shore and currently resides in Beverly with her husband and two children. In her free time, Mary enjoys live music, skiing, and volleyball.