Jessie L. Willinghan
CRPC™
Senior Wealth Strategy Associate, Associate Vice President
Jessie is dedicated to providing clients with customized, institutional-caliber solutions to meet their financial goals. As a member of the Kelly Novak Group, Jessie focuses on financial planning, investment research, and the holistic integration of retirement, estate, and tax planning. Jessie works primarily with clients who often face complex financial issues: high net worth families, executives (specifically venture capital, private equity, hedge fund, and asset managers), attorneys, and successful business owners.
Jessie joined Harbor Investment Advisory in 2020 as a Client Relationship Manager, overseeing the operational and service-oriented tasks necessary to facilitate an unparallelled client experience. Prior to joining Harbor, Jessie was a Service Associate at T. Rowe Price in Owings Mills. Jessie graduated magna cum laude from Notre Dame of Maryland University in 2020 with a Bachelor of Arts in Business and a minor in Economics. Jessie holds the designation of Chartered Retirement Planning Counselor™ and is a 2026 Level II candidate in the CFA program. Jessie is FINRA Series 7 and 66 licensed.
Jessie runs Harbor’s summer internship program, and volunteers for the Elizabeth Morrissy Honors Program at her alma mater.