Holly brings over 20 years of experience in the financial services industry to our team. After attending Indian River Community College, she began her career in 1990 at Prudential-Bache Securities. She went on to work for First Union Capital Management Group specializing in estate and trust management. She joined Raymond James & Associates in 1998.
Holly has extensive experience in the client service area and prides herself on facilitating the highest level of client satisfaction. She employs a value-added approach that focuses on client needs to help simplify the implementation of each individually tailored financial plan. Holly is always happy to receive calls and visitors and enjoys doing whatever is necessary to ensure instructions are carried out to the last detail. Holly is also responsible for our Social Media presence including Facebook, Twitter, Linked In. She maintains our website with current and fresh information.
In her spare time, Holly is a competitive athlete. She is an avid runner who enjoys extreme exercise including bootcamp workouts, crossfit, weight-training, swimming, cycling and MMA kickboxing. She participates in various triathlons, 5ks and half and full marathons throughout Florida. A native of Florida, Holly lives in Vero Beach with her husband, Nick, and their two daughters, Kendall and Hannah.