News

Feb 25, 2019BY: Fred HillIN: Uncategorized

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 net worth individuals on the life cycle of wealth: accumulation, preservation and distribution.  Candidates who earn the designation understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth and transfer wealth.

The curriculum includes six months of coursework in advanced wealth management strategies in addition to completing an executive education program at the University of Chicago Booth School of Business followed by a comprehensive examination.

“The Certified Private Wealth Advisor® designation continues to be one of the most distinguished certifications a wealth advisor can earn.  It is a reflection of Jennifer’s deep knowledge of the industry and her commitment to bringing personalized wealth management solutions to her clients,” said Fred Hill, President of Harbor Investment Advisory.  The membership directory of the Investments & Wealth Institute® lists only 49 individuals in the state of Maryland.

Winslow, a resident of Ruxton, earned her MBA in Finance and B.S. in Management from Lebanon Valley College.  She holds several securities licenses and is also Series 3 commodities licensed.

The Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants and wealth managers who embrace excellence and ethics.

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Harbor Investment Advisory, LLC (“Harbor Advisory”) is a full service broker-dealer and investment advisory firm focused exclusively on serving the needs of private clients, family entities, and institutions.