After 25 years as a financial advisor, Hollis continues to find her client relationships to be the best part of her job. She is committed to helping our clients understand their investments clearly so they can make informed decisions and achieve their financial goals. Hollis joined the company in 2011 to serve as our compliance officer, working directly with the principals of the firm to ensure proper implementation of regulations and standards. In 2023, she chose to transition back to working directly with clients – a role that she always enjoyed and greatly missed.
Hollis graduated from Stephens College and holds Series 7, 63, 24 (held with NewEdge Securities, Inc.) and 65 (held with NewEdge Securities, Inc. and NewEdge Advisors, LLC) licenses, in addition to the Life, Health and Insurance license.
In her spare time, Hollis enjoys traveling with her family and renovating historic homes.