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C. Russell Ward

CFP®, CRPS®, AIF®, CFF®

Managing Director,
Financial Advisor

Contact Me
Call: 410-659-8921

Rusty began his career in 1997, and over the past 20+ years he has helped clients manage their wealth throughout good times and bad. He joined Harbor Investment Advisory, LLC in 2015 after 8 years at UBS, 7 years at Smith Barney and prior tenures at Banker’s Trust and Alex. Brown Investments.

Rusty focuses on retirement income planning and Plan Sponsor Evaluation of Employer Sponsored Retirement Plans utilizing Harbor Investment Advisory’s Retirement Plan Consulting Platform.

He holds Series 7, 63 & 65 securities licenses as well as the CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Plans Specialist™, Certified Financial Fiduciary®  and AIF® (Accredited Investment Fiduciary) designations and licenses for life, accident and health insurance and variable annuities.

He earned a B.A. in 1991 from the University of Delaware and graduated from the McDonogh School in Maryland. Rusty resides with his wife and two children in Owings Mills, Maryland.

Private Wealth AdvisoryFamily Office AdvisoryRetirement Plan Consulting

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Harbor Investment Advisory, LLC is dually registered with the Securities and Exchange Commission ("SEC") as both a broker-dealer and an investment adviser and is a member of the Financial Industry Regulatory Authority ("FINRA") and the Securities Investor Protection Corporation ("SIPC"). These registrations and memberships in no way imply that the SEC has endorsed the entities, products or services discussed herein. Harbor Advisory is the marketing name of Harbor Investment Advisory, LLC. Investing involves risk, including risk of loss.

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