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.
Request Your Complimentary Consultation from a CFP® Professional
Schedule a Complimentary Consultation
Financial planning is not one big thing…it is hundreds of little things™. We will walk with you every step of the way through investments, debt payoffs and everything in between to help you reach the financial goals that matter most to you.
STRAIGHT FROM THE SOURCE
Read our market analysis reports to stay up to date on the raw numbers that impact your financial landscape.
Hurricane Ian poses a threat to the coastal areas all along the west coast of Florida and requires that timely precautions are made. ProVise...
You probably know that the “real” return of an investment is the gains and income you receive minus inflation and taxes. Most of us invest with the...
Sometimes it’s helpful to take a step back and look at the big picture, and that is probably more true with investing than with many other aspects...