News

Aug 13, 2019BY: Fred HillIN: Press Release

Harbor Investment Advisory Announces Poe Group Expansion

August 12, 2019Harbor 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 like family with a focus on investment management, retirement planning, and legacy creation. The team includes Dod Poe, Director, Ed Poe, Director, Susan Frillman, Assistant Vice President, and most recently Ned Worthington, Vice President.

Ned joins Harbor Advisory from United Wealth Management where he spent the past decade as a Wealth Advisor, counseling high net worth individuals, families, foundations and endowments in Washington D.C., Baltimore and surrounding regions on institutional asset management, strategic and tactical asset allocation and trust and wealth transfer strategies.

“We are proud that Harbor Advisory continues to attract highly competent and experienced professionals who are dedicated to serving their clients in the stewardship of their assets. Our unique structure as an independent firm with access to premier investment solutions provides a level of integrity in our process to deliver purely objective advice and wealth management services for our clients” said Fred C. Hill, President of Harbor Advisory.

Mr. Hill can be contacted at 410-659-8908, fhill@harborllc.com.

fhill@HarborLLC.com

About Harbor Investment Advisory, LLC

Harbor Investment Advisory, LLC (“Harbor Advisory”) is an employee-owned, full service investment and wealth advisory firm focused exclusively on serving the needs of private clients, family entities, and institutions. Harbor Advisory provides comprehensive wealth 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”).