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