Holly brings over 30 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 dedicated and client-focused service. 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.
A native of Florida, Holly lives in Vero Beach with her husband, Nick. In her spare time she enjoys exercising with friends, walking the beach with her dogs and spending time with her family.