Harbor Investment Advisory, LLC (“Harbor Advisory”), is pleased to announce that Geoffrey P. Burroughs, CERTIFIED FINANCIAL PLANNER™ has joined as an Associate Vice President and Financial Advisor from Morgan Stanley Smith Barney. Geoff takes a collaborative approach to assist private clients in developing and implementing investment portfolios reflective of their financial goals. Geoff graduated from Loyola University of Maryland with a Bachelor of Business Administration degree with a concentration in Finance.
Harbor Investment Advisory, LLC is a member of the Financial Industry Regulatory Authority (“FINRA”) and a member of the Security Investor Protection Corporation (“SIPC”).
For further information, please call
Betsy B. Brennen
Harbor Investment Advisory, LLC
About Harbor Investment Advisory, LLC
Harbor Investment Advisory, LLC (“Harbor Advisory”) is a full service investment firm focused exclusively on serving the needs of private clients, family entities and institutions. Harbor Advisory provides comprehensive portfolio management solutions for clients seeking superior service from experienced advisors. As a private and independent firm, Harbor Advisory is uniquely positioned to provide access to a broad spectrum of resources from many of the world’s premier research, analytical and asset management companies. Harbor Advisory maintains a clearing agreement with Pershing LLC, which is a subsidiary of The Bank of New York Mellon Corporation, the nation’s oldest continuously operating bank, and one of the world’s leading providers of securities services. For over 70 years, Pershing has been a leading global provider of financial business solutions serving many of the worlds’ most respected financial organizations. Pershing provides custodial segregation, safekeeping, servicing, and reporting for clients of Harbor Advisory.