Holly joined Raymond James in 1986, became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1991, and has over 26 years of experience in the financial services industry.

With the training and expertise as a CERTIFIED FINANCIAL PLANNER™ practitioner, Holly works with multiple generations of families in all aspects of their financial lives, building long term lasting relationships.

Holly attended the University of South Florida and has a B.S. in Business Administration. She is also a Graduate of The College for Financial Planning.