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THE TEAM AT HARBOR WEALTH IS HERE TO ADVISE YOU.

Collectively, our financial advisors offer decades of experience, which we dedicate to crafting innovative, thoughtful financial strategies for clients. We take the time to get to know your lifestyle, goals and values, so that we can deliver a plan designed to propel you toward the future you’ve envisioned for yourself and your family. Offering the breadth of resources and capabilities of a large corporation, we provide the tailored, attentive service of a small firm.

When implementing a financial strategy, we leverage the full expertise of our team, conducting thorough research before hand-picking investments that are consistent with your tolerance for risk and are designed to help you achieve your objectives. We offer independent guidance, with your financial needs and preferences at the center of everything we do.

We advocate for your long-term financial success, through persistent management and on-going guidance. By utilizing the full bandwidth of our team’s knowledge and expertise, we provide the service and counsel necessary to enhance your financial outlook and propel you toward your goals.

SHAUN SEARLE

Branch Manager, RJFS
Investment Executive, HWM


580.767.7700
Shaun.Searle@RaymondJames.com

BRETT BIDDINGER

Financial Advisor, RJFS
Director of Client Relations, HWM


580.767.7700
Brett.Biddinger@RaymondJames.com

MICHAEL KEPESKY

Insurance Planning Consultant

JD, CFP


 

580.767.7700

Michael.Kepesky@RaymondJames.com

LEZLEE LOCKE

Director of Client Services

HWM


 

580.767.7700
Lezlee.Locke@RaymondJames.com

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