Holly Squicciarini advises clients on a broad range of financial and retirement planning strategies. As a Raymond James financial advisor in the Rockford, Illinois area, Holly’s team specializes in estate and retirement planning and excels in offering a wide range of investment and financial planning services. She believes everyone has unique financial needs and is committed to helping people achieve their goals.
As a result, Holly utilizes her psychology background to listen intuitively and strives to truly understand clients’ needs to design specific investment strategies.
Holly joined Raymond James & Associates as a financial advisor 10 years ago and joined her father’s team, Anderson/Johnson Group. Since that time, the team has evolved to become the Aegis Advisory Group. Holly stays current with the everyday changes in our market. She is a graduate from the College for Financial Planning, where she obtained her Accredited Asset Management Specialist designation™, AAMS™. She also earned an internal title of Investment Management Consultant* from Raymond James and Associates.
Born and raised in Rockford, Illinois, Holly enjoys spending time with her husband Dominick, and their son Enzo. She also enjoys boating, biking and running.
*The Investment Management Consultant is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
AAMS® and Accredited Asset Management Specialist℠ are registered service marks of the College for Financial Planning.