The Harbor Wealth Advisory Group

Baltimore, MD

“Our priority is to give our clients confidence & clarity in their financial life and to help them achieve their goals with the least amount of risk possible.”

Welcome

We are independent registered investment advisors.  By acting as your financial fiduciary we are legally bound to put your interests above ours and we feel quite strongly this is the way all clients should receive their financial advice.

As your personal advocates, we can provide you with advice that is tailored to your unique circumstances and priorities. We’ll begin with a comprehensive plan for all you would like your wealth to achieve. Over time, we will continue to adjust your plan should circumstances change so you can embrace your financial future with confidence no matter what the environment.

Our Team

Philip A. Lazzari
Senior Partner, Managing Director

Phil is a Senior Partner and Managing Director at Snowden Lane.  For over 23 years, Phil has partnered with business leaders providing his knowledge and strategic thinking to build and sustain their company’s financial success.  He specializes in assisting business owners, corporate executives and nonprofit governing boards by managing risk, consulting on concentrated stock positions, managing corporate cash and exploring financial planning in the case of a liquidity event.

Phil provides seasoned advice suited to high net worth individuals and  business clients with a specialization in working with and servicing Pension, Defined Contribution and Retirement plans, as a section 3(21) ERISA Fiduciary Advisor.  He keeps their plans competitive through monitoring investments, analyzing record keeping and administration and holding employee education sessions.  Owners, executives, and plan participants benefit from Phil’s ability to provide comprehensive personal wealth management consistent with their corporate needs.

Phil is very dedicated to providing the highest level of boutique style service you would expect from a smaller firm.

Phil resides in Clarksville, MD with his wife, Missy, their twin sons and two daughters. He is active in the community and coaches sports for Howard County Recreation & Parks.

Mark D. Stevens, CRPC®
Senior Partner, Managing Director

Mark is a Senior Partner and Managing Director at Snowden Lane.  With 20 years of experience as a Wealth Management Advisor, Mark has successfully guided high net worth families and corporations through two major recessions and numerous market downturns.

Mark oversees the comprehensive financial planning process for each of his clients. Part of this complex process includes, retirement goals, cash flow needs and projections, portfolio stress tests, education planning, tax optimization and estate planning. In order to obtain the clients goals with the least amount of risk, Mark ensures the financial plan coincides with the investment recommendations.

By partnering with client’s tax and legal professionals, Mark presents a holistic approach to financial planning and wealth management by specifically defining the risk parameters of each client.

Mark currently holds a designation as a Chartered Retirement Planning Counselor. Originally from Baltimore, Mark currently resides in Severna Park with his family where he volunteers as a football and basketball coach.

Eric Watson
Senior Partner, Managing Director

Eric is a Senior Partner, Managing Director and Portfolio Manager at Snowden Lane.  He has over 25 years of experience, beginning his career as an Investment Advisor in 1993. Over the years as a Portfolio Manager, he has experienced several market cycles and challenging financial environments.  Eric has earned the qualifications required to build a proprietary portfolio, using all-index and equity investments, and has the ability to manage client accounts on a discretionary basis.

A disciple of technical analysis, Eric uses relative-strength modeling and chart theory to analyze risk-reward scenarios and take decisive action for client portfolios. He begins his day with extensive investment research, and provides personalized investment solutions and recommendations to meet his client’s needs and goals.

Eric resides in Severna Park, MD with his wife Vicki and their four children. They are active in the community and over the years, Eric has coached basketball and lacrosse. He enjoys traveling with his family and skiing.

Eric L. "Lanny" Buckner
Senior Wealth Strategy Associate

Lanny brings over 40 years of investment experience to our team with the start of his own practice in 1965. As he witnessed every type of market cycle, he refined his investment strategies and developed a specialization in stock option trading. Caring deeply for his clients, Lanny has played an integral part in their lives protecting and growing their wealth in preparation for retirement and income replacement.

He enjoys traveling to far destinations and is active in the community as a board member of McDaniel College, Sports Boosters of Maryland and a former member of the National Kidney Foundation. Lanny currently resides in Baltimore, MD and is an avid sports fan.

Dave Woolford
Partner, Managing Director

Dave is a Partner and Managing Director at Snowden Lane with over 25 years of experience as a financial advisor.  He specializes in assisting high net worth individuals and corporate executives to achieve their financial objectives through execution of sophisticated transactions, including Rule 144, risk management strategies and construction of portfolios with an emphasis on wealth preservation.  He has extensive experience working with corporate executives on their most complex financial needs, including private equity and tactical investing.

Dave has a degree in Materials and Logistics Management from Michigan State University and earned his MBA from Loyola University Baltimore.  Before Snowden Lane, he worked at JPMorgan Securities and Alex Brown and Sons.  Married 25 years, Dave and his wife reside in Phoenix, Md.  Their daughter recently graduated from University of Maryland.  Dave enjoys golf and building furniture out of reclaimed wood as a hobby.

Ellen E. McAllen
Senior Registered Client Relationship Manager

Ellen is usually one of the first people you speak with when you call our team. She looks forward to helping you with all of your questions and concerns. Ellen manages operations for our team and started her career in financial services in the early ’90’s with T. Rowe Price.

She is fully licensed and has a degree from Towson University (back when it was a small college with one parking lot). Ellen and her photographer husband, Bill, herd dogs and bees at their home in Towson, MD.

Erin S. Stoecker, CFP®
Planning Analyst

Erin brings 10 years of diverse experience in the financial services industry to the team. Since joining our group from Ameriprise Financial, she works closely with clients and prospective clients. With a primary focus on customized insurance, estate and financial planning, Erin assists clients in protecting and achieving their family’s lifestyle, legacy and financial needs. By understanding clients’ immediate and long term goals, Erin helps clients in pursuing their goals over a lifetime.

She holds Series 7 and 66 securities licenses and earned a B.A. in Communications from Salisbury University, MD. Erin enjoys traveling and going to the beach.

Contact

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The Harbor Wealth Advisory Group

Baltimore

The Warehouse at Camden Yards
323 W. Camden Street, Suite 675
Baltimore, MD 21201
410-844-9301

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