Holly Marks

Senior Registered Client Service Associate

Holly has worn several hats during her 14 years in the investment industry. She has served as a licensed financial consultant, financial advisor and now as a senior registered client service associate. Holly holds Series 7, 63 and 65 securities licenses, as well as insurance licenses.

Holly earned a bachelor's degree in interpersonal communications from the University of Evansville, graduating cum laude. She lives in Greenwood, Indiana, with her husband, Reed. Both of them are very active in their community.

Holly serves as an active alumnus of the University of Evansville. Her other passion is Hugh O'Brian Youth Leadership (HOBY), an organization that offers motivational leadership seminars for high school students. She is not only active on a local level, but also a national level, serving as a regional project director and staff at Training Institute. In her spare time, she enjoys reading, music and laughing as much as possible.