Tom Holly Email & Phone Number
Registered Investment Advisor, Branch Owner @ Wealth Empowerment Financial Strategies
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Tom Holly Location
- Boca Raton, FL, US
Tom Holly Work
- Registered Investment Advisor, Branch Owner @ (October 2024 - Present)
- Senior Managing Director, Investments - Branch Owner @ (July 2022 - October 2024)
- Branch Owner @ Self-employed (September 1987 - October 2024)
- Financial Advisor @ (September 2004 - July 2022)
Tom Holly Education
- State University of New York at Fredonia
Bachelor of Science (BS) (Business, Management, Marketing, and Related Support Services)
1983-1987 - Pittsford-Mendon HS 1982-1983
Tom Holly Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Bonds
- Equities
- Estate Planning
- FINRA
- Financial Analysis
- Financial Modeling
- Financial Planning
- Fixed Income
- High Net Worth Individuals
- Insurance
- Investment Advisory
- Investment Advisory Services
- Investment Management
- Investments
- Microsoft Office
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Securities
- Series 63
- Series 65
- Series 7
- Strategic Financial Planning
- Wealth Management
- Strategic Financial
Tom Holly Summary
- Tom Holly, based in Boca Raton, FL, US, is currently a Registered Investment Advisor, Branch Owner at Wealth Empowerment Financial Strategies. Tom Holly brings experience from previous roles at B. Riley Wealth Management, Self-employed and National Securities. Tom Holly holds a 1983 - 1987 Bachelor of Science (BS) in Business, Management, Marketing, and Related Support Services @ State University of New York at Fredonia. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Bonds, Equities and more. Tom Holly has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Wealth Empowerment Financial Strategies Employees
Eric Lyon
Senior Managing Partner; Branch Owner
Boca Raton, FL, US
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