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Holly Stallworth, CFP®

Senior Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*

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.
 


DISCLOSURES:
FINRA BrokerCheck
*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
 
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 are being provided for information 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.

 

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