Holly applies her more than 20 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, she makes it her mission to serve our clients at a high level.
She is always eager to help the individuals and families our team serves. She makes it her goal to help clients understand their money is being well-taken care of, and always endeavors to explain complex financial topics in a way that’s easy to comprehend.
Holly also assists our financial advisors in planning and building investment portfolios. She holds Series 7, 63 and 65 securities licenses, as well as life and health insurance licenses.
Prior to joining our team in October 2020, Holly was a senior sales assistant at Franklin Synergy Bank and a senior sales assistant at MidSouth Bank.
Holly is originally from North Pole, Alaska, and now lives in Murfreesboro with her husband, Rich. When not in the office, Holly enjoys boating and spending time with her grandchildren.
Raymond James is not affiliated with the above organizations and/or charitable causes.