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, where he was a Senior Vice President, Financial Advisor for 8 years, with prior tenures at Smith Barney and Alex. Brown & Sons, Inc.
J. Thomas Halleron joins Harbor Advisory as Director, Financial Advisor, Portfolio Manager and Senior Retirement Plan Consultant from UBS where he was Vice President. Prior to UBS, Mr, Halleron was an Associate Vice President and Financial Advisor with Legg Mason.
Tara Dorai CRPS® joins the firm as a Client Service Associate from Planning Solutions Group, where she was the Retirement Services Coordinator. Prior to this role, Tara held various sales support and marketing positions in the financial services industry.
As leading consultants in the Baltimore-Washington area, Rusty Ward and Tom Halleron have over twenty years of experience managing corporate retirement plans as well as providing private financial planning for multi-generational client families.
The Ward Halleron Group also offers retirement plan advisory services to plan sponsors. This includes investment consulting and employee education, enabling plan sponsors to meet their ongoing plan fiduciary obligations while delivering a competitive retirement plan program to their employees.
““We are pleased to attract this team of professionals, who have years of experience delivering quality comprehensive wealth management and retirement plans consulting services. Rusty, Tom and Tara share our firm’s guiding business philosophy of placing our clients’ interests first, said Betsy B. Brennen, Chief Executive Officer and Managing Principal of Harbor Advisory. This team will join our newest location in Green Spring Station where we will continue our growth into 2016 and beyond”, added Ms. Brennen.
Ms. Brennen can be contacted at 410-659-8906 or bbrennen@harborLLC.com
Betsy B. Brennen
Chief Executive Officer, Managing Principal
About Harbor Investment Advisory, LLC
Harbor Investment Advisory, LLC (“Harbor Advisory”) is an employee-owned, full service broker-dealer and investment advisory firm focused exclusively on serving the needs of private clients, family entities, and institutions. Harbor Advisory provides comprehensive portfolio management solutions for clients seeking objective and customized advice. As a private and independent firm, Harbor Advisory is uniquely positioned to utilize a broad spectrum of resources from many of the world’s premier research, analytical, and asset management firms. Harbor Advisory uses Pershing LLC, which is a subsidiary of The Bank of New York Mellon Corporation for integrated custody, safekeeping, and servicing of client assets. www.harborinvestmentadvisory.com
Harbor Investment Advisory, LLC is a member of the Financial Industry Regulatory Authority (“FINRA”) and a member of the Security Investor Protection Corporation (“SIPC”).