Holly is a CERTIFIED FINANCIAL PLANNER® professional who feels privileged to help clients navigate life’s financial journey.
Holly Harman’s Background
Holly began her career at ProVise Management Group over two decades ago. Beginning as a Client Service Representative in 2000, she embarked on a remarkable journey of growth and education. Throughout the years, Holly obtained her Series 6 license, earned the Financial Paraplanner Qualified Professional™ (FPQP™) designation, and graduated with a Bachelor of Science degree in Finance from the University of South Florida.
Becoming an Investment Adviser Representative of ProVise after passing her Series 65 exam, Holly enjoyed working closely with clients to chart a clear path toward their financial aspirations. Recently, Holly’s dedication and expertise were recognized when she earned her CERTIFIED FINANCIAL PLANNER® certification.
Holly’s strength lies in her ability to truly understand her client’s unique personal and financial goals. She crafts tailor-made financial plans, ensuring each client’s roadmap is as unique as they are. Witnessing her clients achieve their goals through the plans they co-create brings Holly immense satisfaction and fuels her passion for financial planning.
Holly is married to her husband, Robert, and they share and treasure their Florida roots. Nestled in Clearwater, they raise their four children, building cherished memories together. Holly’s favorite pastimes include traveling with her big family, watching sunsets at the beach, and taking great pride and delight in watching their sons play sports.