Harbor Investment Advisory

Category: Press Release

on August 13, 2019 / in Press Release

Harbor Investment Advisory Announces Poe Group Expansion

August 12, 2019 - Harbor Investment Advisory, LLC (“Harbor Advisory”), is pleased to announce that Edward. H. (“Ned”) Worthington, IV has joined Harbor Advisory as a Vice President, Wealth Advisor and partner with the Poe Group. For 40 years as financial advisors, Ed and Dod Poe have cared for clients…

Read More
on August 13, 2019 / in Press Release

Harbor Investment Advisory, LLC Named to 2019 Financial Times 300 Top Registered Investment Advisers

June 27, 2019 – Harbor Investment Advisory, LLC is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the sixth annual FT 300 list, produced independently…

Read More
on July 15, 2019 / in Press Release

Jennifer Winslow Among Financial Advisors Selected for Barron’s “Top Tier” Independent Women Summit

Palm Beach, FL (June 10, 2019) "” Jennifer Winslow, Director & Portfolio Manager at Harbor Investment Advisory attended the fourth-annual Barron's Independent Women Summit, hosted by Barron's Advisor to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at…

Read More
on February 25, 2019 / in Press Release

Jennifer L. Winslow Earns Advanced Wealth Management Certification – Certified Private Wealth Advisor®

February 25, 2019 - Jennifer L. Winslow, CFP®, CPWA®, CRPC®, Director and Portfolio Manager at Harbor Investment Advisory, LLC in Lutherville, MD has earned the Certified Private Wealth Advisor® designation awarded by the Investments & Wealth Institute®. CPWA® is an advanced credential created for wealth managers who work with high…

Read More
on November 5, 2018 / in Press Release

Paul M. Fox Earns Advanced Wealth Management Certification – Certified Private Wealth Advisor®

November 5, 2018 - Paul M. Fox, CPWA®, Managing Director at Harbor Investment Advisory, LLC in Lutherville, MD recently earned the Certified Private Wealth Advisor® certification, which is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients.  Mr.…

Read More
on October 31, 2018 / in Press Release

C. Russell Ward and J. Thomas Halleron Named to 2018 Financial Times 401 Top Retirement Advisers 2018

September 27, 2018 - Harbor Investment Advisory, LLC,  is pleased to announce that Rusty Ward and Tom Halleron of the Ward Halleron Group,  have been named to the 2018 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined…

Read More
on September 29, 2017 / in Press Release

Senior Wealth Management Team Joins Harbor Advisory

Lutherville, Maryland, September 29, 2017 - Harbor Investment Advisory, LLC ("Harbor Advisory"), is pleased to announce that Elias D. ("Dod") Poe, VI and Elias D. ("Ed") Poe, III, CFP© have joined the firm as the Poe Group. They will be transitioning approximately $145 million in assets to Harbor, increasing total…

Read More
on September 27, 2017 / in Press Release

C. Russell Ward and J. Thomas Halleron Named to FT 401 Top Retirement Plan Advisers

   C. Russell Ward and J. Thomas Halleron of the Ward Halleron Group, Harbor Investment Advisory, LLC Named to 2017 Financial Times 401 Top Retirement Plan Advisers   September 27, 2017 -  Harbor Investment Advisory, LLC is pleased to announce that C. Russell Ward (Rusty Ward) and J. Thomas Halleron…

Read More
on July 28, 2017 / in Press Release

Wealth Management Group Joins Harbor Advisory

Lutherville, Maryland, July 28, 2017 - Harbor Investment Advisory, LLC ("Harbor Advisory"), is pleased to announce that Paul M. Fox, CFP©, CRPC©, CIMA©, CAIA©, Jennifer L. Winslow, CFP©, CRPC©, A. Patrick Boykin and Janet C. Marquardt CRPC©, have joined the firm as the Artisan Wealth Advisory Group. They will be…

Read More
on September 11, 2015 / in Press Release

Harbor Advisory Welcomes the Ward Halleron Group

Baltimore, September 11, 2015 - Harbor Investment Advisory, LLC ("Harbor Advisory"), is pleased to announce that C. Russell (Rusty) Ward, CFP©, AIF®, CRPS® and J. Thomas Halleron, CFP©, CRPS® have joined the firm. Mr. Ward joins Harbor Advisory as Managing Director, Financial Advisor and Senior Retirement Plan Consultant from UBS,…

Read More

Business Continuity PlanPrivacy PolicyForm ADV Part 2AForm ADV Part 2A Wrap FeeFINRA BrokerCheckFINRASIPC

© 2019 Copyright by Harbor Investment Advisory LLC, member FINRA, SIPC.
All rights reserved to site content. Website by PinkPoint Media