“This achievement is directly linked to the continued trust and support I’ve received from my clients and teammates,” says Holly. “Milestones like this serve to reinforce my belief that focusing on understanding client’s goals, creating a solid financial plan, and guiding clients throughout their lives to help them accomplish their dreams is of critical importance.”
The daughter of a financial advisor, Holly has always lived by her dad’s guiding principles of trust and integrity. “At a very young age, I learned about investing in my first mutual fund and with it the power of investments,” she says. “But, more importantly, I was shown the impact and value of true and very deep relationships with clients".
The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Research Summary (as of April 2019): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info.
Middleburg Investment Services is an affiliate of Atlantic Union Bank that offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC. Atlantic Union Bank, Middleburg Financial, and Middleburg Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. 4355 Innslake Drive, Glen Allen, Virginia 23060 | T: 888.263.3545 | F: 804.967.8820 | MiddleburgFinancial.com