Holly Stallworth, CFP®

Bio

Holly enjoys building a personal relationship with her clients to truly understand their priorities and comprehensive financial picture. She then develops a plan and solutions designed to help her clients to achieve their specific financial goals.

Holly has been fascinated by the financial marketplace from a very young age. She has worked in the financial services industry since 2000. She thrives on helping families meet and even exceed their long-term goals.

Holly holds a Bachelor of Arts from the University of Virginia and is a CERTIFIED FINANCIAL PLANNER^™ professional.

"At Atlantic Union Financial Consultants, building lasting relationships is my central focus. I strive to enrich the lives of the families I serve by understanding their goals and developing customized strategies."
 
Holly provides coverage in the Greater Richmond area.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
 

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DISCLOSURES:

FINRA BrokerCheck

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
 
Links to external content or websites, if provided, are for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
 

*Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Atlantic Union Financial Consultants and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Atlantic Union Bank, Atlantic Union Bank Wealth Management, and Atlantic Union Financial Consultants are separately owned and operated and not independently registered as broker-dealers or investment advisers.

Atlantic Union Financial Consultants, LLC is an affiliate of Atlantic Union Bank.

4300 Cox Road, Glen Allen, Virginia 23060 | T: 888-263-3545 | F: 804-967-8820 | www.aubwm.com

Raymond James Legal Disclosures (including Form CRS)

Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.