• Hollie O'Shields, AAMS®

    Director of Operations
    Jeter Hrubala Wealth Strategies, LLC

    Client Relationship Manger

During her more than 22 years of experience in the financial services industry, Hollie has held a broad spectrum of roles and responsibilities, now making her an invaluable and versatile member of the Jeter Hrubala Wealth Strategies team. In addition to providing exceptional service to the company’s clients, Hollie handles compliance, office management, and operations.

Hollie enjoys cultivating relationships with clients, educating clients about financial concepts, and ensuring attentive and comprehensive care for each client. Hollie loves getting to know someone’s aspirations through engaging discussions and feels that it is necessary to understand who and what are most important to clients to help them achieve their financial goals. She also has a natural ability of helping clients by simplifying complex financial topics. As she says, "I want our clients to feel comfortable and empowered about their money. I want to help them better understand their finances so that they can ultimately enjoy a better life.”

Hollie is particularly passionate about helping our female clients who are learning about finances for the first time, or who really need us to guide them as they navigate the loss of a loved one or deal with the complexities of a divorce.

Hollie and her husband, Caleb, live in Spartanburg with their two children, Anne Marie and Will, and their fur baby, Maverick.

Hollie greets clients at the company’s Spartanburg office, located at 101 West St John Street, Suite 207.


  • University of South Carolina Upstate (Spartanburg, SC) – B.S. in Business Administration


  • Accredited Asset Management Specialist®
  • Series 7 Securities License
  • Series 9/10 Securities License
  • Series 63 /66 Securities License
  • South Carolina Life, Health, and Annuity Licenses

Previous Experience

  • Morgan Stanley – Wealth Management Associate

AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.

Raymond James is not affiliated with the above organizations and/or charitable causes.