Holly R. Boucher has been serving the financial needs of investors and their families for more than 25 years. She strives to develop long-term relationships with her clients and to understand her clients’ goals to provide viable solutions for every element of the wealth management equation.
As your financial advisor, Holly takes a comprehensive approach to addressing your financial needs. After getting to know you and fully understand your investment objectives and your risk tolerance, Holly works closely with you to develop a customized financial plan designed to meet your long-term financial objectives.
Raymond James’ extensive resources include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Holly works diligently to help you develop both your personal financial plan and a detailed investment strategy. Holly’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.
Originally from Burwell, Nebraska, Holly graduated from Doane University with a Bachelor of Arts Degree. Holly completed a Master’s of Science Degree in Personal Financial Planning and she earned the professional designation of Certified Financial Planner™ from the College of Financial Planning. Prior to joining Raymond James in 2016, Holly worked for RBC Wealth Management for 11 years. Away from the office, Holly enjoys horseback riding, reading, spending time with family and friends and is passionate about overseas travel.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.