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 MoreC. 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 MoreSenior 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 MoreC. 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 MoreWealth 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 MoreHarbor 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 MoreSenior Advisor Team Joins Harbor Investment Advisory
Baltimore, March 20, 2015 - Harbor Investment Advisory, LLC ("Harbor Advisory"), is pleased to announce that James W. Curran, III, CFP©, Fremont J. Knittle, III, CFA and Craig L. Martin, CRPC© have joined the firm. Mr. Curran joins Harbor Advisory as Managing Director, Financial Advisor from Morgan Stanley, where he…
Read MoreIndustry Veteran Joins Harbor Advisory
Baltimore, July 22, 2014 - Harbor Investment Advisory, LLC ("Harbor Advisory"), is pleased to announce that Fred C. Hill, Jr. has joined the firm. Mr. Hill joins Harbor Advisory as President and Managing Principal, from Morgan Stanley, where he was a Managing Director and held various senior management roles, including…
Read MoreHarbor Investment Advisory Featured In The Baltimore Business Journal
Harbor Investment Advisory was featured in the March 19, 2010 edition of the Baltimore Business Journal. Read More
Read MoreHarbor Adds Fixed Income Professional
Harbor Investment Advisory, LLC ("Harbor Advisory"), is pleased to announce that Andrew W. Sullivan has joined the firm as an Associate Vice President. Mr. Sullivan joins Harbor Advisory from Tullett Prebon, a leading interdealer brokerage firm in New York, where he worked in fixed income trading since 2006. A graduate…
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