Janet C. Marquardt

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

CFP® – Certified Financial Planner