Waddell & Reed
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Introduction: I help guide individuals and families toward achieving their long term financial goals by creating personalized financial plans based on real objectives.
As a Waddell & Reed financial advisor, my goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To meet those goals, I develop financial plans tailored specifically to the individual needs of each of my clients. I value long lasting client relationships, and advise my clients through every stage of their financial journey.
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Reviews
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Don S.
Jan 20, 2017
I found Holly not to just be experienced, knowledgeable, credible in the field and scope of product she provides but also genuinely invested in her clients and their success. It's without hesitation I recommend Holly for your financial needs.
Don Scotland