Holly joined ProVise Management Group over 21 years ago and has served in several roles. She recently obtained her Series 65 and is now an Investment Advisor Representative.
In 2000, she started with ProVise Management Group as a client service representative and began an incredible journey. During her tenure, she continued her education achieving her Series 6 license, obtaining the Financial Paraplanner Qualified Professional™ (FPQP™) designation, and graduating from the University of South Florida with a Bachelor of Science degree in Finance. When she passed her Series 65 exam and became an Investment Adviser Representative of ProVise, she began working closely with clients in providing a road map to help them achieve their financial goals.
Holly and her husband, Robert, are Florida natives. They live in Clearwater with their four children. In her spare time, Holly enjoys traveling with her family, kayaking, going to the beach and watching their sons play baseball.
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