Holly began her career with Cape Cod 5 in 2008. She joined the Trust and Asset Management Department in 2012. Holly quickly advanced to Trust Administrative Manager and her current position of Wealth Advisor.
Holly graduated from the University of Massachusetts Amherst with an Associate of Science degree and continued on to graduate from The New England School of Business and Finance with a Bachelor of Science degree. In addition to over a decade of experience in wealth management, Holly completed her Financial Planning Certificate Program from Bryant University and earned her Chartered Financial Consultant (ChFC®) designation from The American College of Financial Services. She is also a member of the Estate Planning Council of Cape Cod.
Although Holly spent her early years in Central Massachusetts, she has been a resident of the Cape since 2007. Holly and her husband are raising their family in Brewster.
|• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •