We are happy to announce that Emily Lucero has joined Harbor Wealth Management’s team as a Client Service Manager. She is responsible for providing overall client service, account maintenance, and financial planning updates.
Prior to joining Harbor, Emily worked at Raymond James for two years as an investment advisor. She holds the designation of Chartered Retirement Planning Counselor and is currently in pursuit of her CERTIFIED FINANCIAL PLANNER™ designation.
Please join us in welcoming Emily to Harbor!
Posted in Harbor & Staff