Harbor Investment Advisory
Private Wealth AdvisoryFamily Office AdvisoryRetirement Plan Consulting
Meet Our Team
Back to Team

Jessie Willinghan

CRPC®

Senior Client Relationship Manager

Contact Me
Call: 410-659-8925

As a member of the Kelly Novak group, Jessie is dedicated to carrying out the operational and service-oriented tasks necessary to facilitate an excellent client experience. Additionally, Jessie works with each client’s tax and legal professionals to promote a holistic and seamless approach to wealth management.

Jessie joined Harbor Investment Advisory in 2020. Previously, Jessie was a Service Associate at T Rowe Price in Owings Mills. Jessie graduated magna cum laude from Notre Dame of Maryland University with a Bachelor of Arts in Business with a minor in Economics. Jessie holds the designation of Chartered Retirement Planning Counselor® and is a 2024 Level II candidate in the CFA program. Jessie is FINRA Series 7 and 66 licensed.

Jessie currently serves on the finance committee for Sister’s Academy of Baltimore, and volunteers for the Elizabeth Morrissy Honors Program at her alma mater.

Private Wealth AdvisoryFamily Office AdvisoryRetirement Plan Consulting

Regulatory DisclosuresLegal DisclosuresPrivacy PolicyCyber and Data SecurityMember FINRAMember SIPC

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.

©2010-2024 Harbor Investment Advisory, LLC. All rights reserved.

.site-footer a.footer-link { text-decoration: none; }