BioHolly 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.
*Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. View the Raymond James privacy notice.
Atlantic Union Financial Consultants, LLC is an affiliate of Atlantic Union Bank. Atlantic Union Bank, Atlantic Union Bank Wealth Management, and Atlantic Union Financial Consultants are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal.
4300 Cox Road, Glen Allen, Virginia 23060 | T: 888-263-3545 | F: 804-967-8820 | www.aubwm.com
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