Janet C. Marquardt, CRPC®

Client Relationship Manager, Associate Vice President

Artisan Wealth Adviosry Group Website
Janet Marquardt has assisted clients with financial planning, performance reporting, and daily administrative needs since 1990. Before joining Harbor Investment Advisory, she helped clients create personalized retirement plans at Raymond James and managed the support staff for a financial consulting group at Smith Barney serving pensions, family foundations and individuals. Janet lives in Baltimore with her son and enjoys cooking and community gardening.
Education and Licenses:
Cairn University, B.S., Education
Series 7 – General Securities License
Series 63 – Uniform Securities Agent License
Series 65 – Uniform Investment Adviser License
CRPC® – Chartered Retirement Planning Counselor

Check the background of this investment professional on FINRA's BrokerCheck

Group Members

  • Paul M. Fox, CFP®, CRPC®, CIMA®, CAIA®

    Portfolio Manager, Managing Director

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    Paul began his career in the investment services industry in 1993. Prior to joining Harbor Investment Advisory, he was a Senior Vice President and Alternative Investment Director at Morgan Stanley. He earned his BBA in Finance and Master of Science…

  • Jennifer L. Winslow, CFP®, CRPC®

    Portfolio Manager, Director

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    Jennifer brings 10 years of wealth management experience to Artisan Wealth Advisory Group. During her decade with Morgan Stanley, she built a successful advisory practice concentrated on high net worth individuals, corporate executives, business owners and transitional entrepreneurs. In addition…

  • Fred C. Hill, Jr.

    President, Managing Principal

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    As President, Fred works closely with our COO & CFO in creating, communicating, and implementing Harbor’s vision, mission, and overall direction. Fred’s priority is to be a business partner to our advisors and help them better serve their clients by…

  • A. Patrick Boykin

    Client Relationship Manager, Associate Vice President

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    Patrick Boykin joined Harbor Investment Advisory in 2017 as a Client Relationship Manager. Prior to Harbor,  Patrick faithfully served his Financial Advisors and their clients at Morgan Stanley Wealth Management for 8 years as a Senior Registered Service Associate. He…

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