Experience and Education
Holly supports a wealth advisory team that provides high-net-worth individuals, families and business owners with customized planning by identifying and delivering wealth management solutions based on clients’ specific needs and objectives.
Prior to her current role, Holly was a senior client service associate with Mariner Wealth Advisors. Before joining the firm, she worked as a personal banker at Wells Fargo, where she maintained customer relationships and assisted clients with account maintenance and money management.
Holly has a bachelor’s degree in finance with an emphasis in financial planning from Southern New Hampshire University.
Away from the office, Holly enjoys reading, hiking, riding horses and spending time with friends and family. An avid hockey fan, she follows the Tampa Bay Lightning and goes to a game every chance she gets.