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Holly Stallworth CFP®

Senior Vice President, UIS; Financial Advisor, RJFS

Office Phone: 804-550-4925

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 to enable 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 to 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.

"In Wealth Management, 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."
 



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.

Check the background of this investment professional on FINRA's BrokerCheck.

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