New to the financial services industry, Martha began her career with the Harbour Wealth Management Group in October of 2023. She is eager to learn and expand her knowledge and experience, both in assisting with day-to-day administrative operations and in pursuing industry licenses in order to advance her career.
Martha holds a Bachelor of Science degree in Mathematics from Sewanee: The University of the South. Her goal is to engage in meaningful relationships with clients and apply her analytical and problem-solving skills to help clients’ needs as effectively as possible. She has recently moved to Mount Pleasant, SC, and is excited to explore the community. In her free time, she enjoys painting, biking to the beach, and spending time with her pet rabbit, Boon.
Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Harbour Wealth Management Group, Inc. Harbour Wealth Management Group, Inc. is independently owned and operated.
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For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.
For important information related to Harbour Wealth Management Group, Inc., refer to the Harbour Wealth Management Group, Inc’s Client Relationship Summary (Form CRS) by navigating to Form CRS
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