Holly Stallworth CFP®
Senior Vice President, UIS; Financial Advisor, RJFS
Holly enjoys building a personal relationship with her clients to truly understand their priorities and comprehensive financial picture. She then develops a plan and solutions to enable her clients to achieve their specific financial goals.
Holly has been fascinated by the financial marketplace from a very young age. She has worked in the financial services industry since 2000. She thrives on helping families to meet and even exceed their long-term goals.
Holly holds a Bachelor of Arts from the University of Virginia and is a CERTIFIED FINANCIAL PLANNER™ professional.
"In Wealth Management, building lasting relationships is my central focus. I strive to enrich the lives of the families I serve by understanding their goals and developing customized strategies."
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Union Bank & Trust, Union Investment Services, Union Private Banking, and Union Wealth Management are not registered broker/dealers, and are independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC and are: · Not deposits · Not insured by FDIC or any other government agency · Not bank guaranteed · Subject to risk, may lose value. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
Check the background of this investment professional on FINRA's BrokerCheck.
Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. View the Raymond James privacy notice.
Union Bank & Trust, Union Investment Services, and Union Wealth Management are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities are not insured by bank insurance, the FDIC, or any other government agency, are not bank guaranteed, are not deposits or obligations of the bank, are subject to risks, including the possible loss of principal.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.