Marsha Harbert has joined Avant-Garde Advisors in Grand Junction as a private wealth advisor.
“Marsha Harbert has a great reputation for the way she serves clients and a unique set of skills in the trust administration area that will allow us to expand the type of clients that Avant-Garde is able to help,” said Jon Dubravac, chief executive officer of Avant-Garde.
Harbert brings to her new duties more than 20 years of experience in asset allocation, trust administration, sales and legal work. Prior to joining Avant-Garde, she worked as a trust officer for a locally owned trust company who was responsible for business development and client investment management. She holds designations as a registered para planner and certified paralegal.
Harbert works with Doug May and Barbara Traylor Smith at the Avant-Garde office in Grand Junction.
“We are thrilled that Marsha Harbert has decided to join our team,” said May, director of the Avant-Garde Advisors mountain west region. “She comes to us with such great experience and a stellar reputation for fantastic client service and integrity that I knew I wanted her to join us from the first moment we sat down to talk.”
May launched May-Investments in 2005. In 2013, he merged with Avant-Garde Advisors based in Denver. Avant-Garde ranks 22nd among the fastest-growing registered investment advisor firms in the nation in a list published by Financial Advisor Magazine. Avant-Garde is the only Colorado-based firm to make the list of the top 50 firms.
In Grand Junction, May operates Avant-Garde offices out of the Timberline Bank building at 633 24 Road. For more information, call 263-5126 or visit the Web site located at www.AvantGardeWM.com.