Harbor Investment Advisory
Russell Ward is a seasoned financial professional with extensive experience in financial planning and retirement plan consulting. With a background that includes working at top financial firms such as Harbor Investment Advisory, UBS Financial Services, Inc., Salomon Smith Barney Holdings Inc., and Alex. Brown & Sons, Inc., Russell is well-versed in providing expert financial advice to clients. Russell holds various certifications such as Certified Financial Planner™, Certified Financial Fiduciary®, AIF®, and CRPS®. Russell obtained their Bachelor of Arts degree in Business/Technical Writing from the University of Delaware.
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Harbor Investment Advisory
Harbor Investment Advisory is a full-service investment firm focused exclusively on serving wealthy individuals, families, and institutions. We provide integrated portfolio management solutions for clients seeking superior service and expert advice. As a private and independent firm, we are uniquely positioned to provide access to a broad spectrum of resources from many of the world’s premier research, analytical, asset management, and investment advisory companies. We feel being a large organization is less important than having the focus and professionalism to deliver superior service for our clients. Our primary business is offering investment and wealth management services, allowing us to concentrate our efforts to provide a sophisticated suite of products and resources directly for the benefit of our clients. Harbor Investment Advisory is headquartered in Baltimore County, Maryland serving select clients throughout the United States.