Holly Powell, CFP®, LUTCF
Principal and Owner
Holly Powell is a CERTIFIED FINANCIAL PLANNER™ Professional, an Investment Advisor Representative, and an independent insurance advisor. With over 25 years of industry experience, Holly is committed to the financial security of her clients and she is proud to provide exemplary customer service, while displaying the highest standards of ethics and professional knowledge. Holly received her Bachelor of Science in Business Administration from the University of Florida.
Along with being a CERTIFIED FINANCIAL PLANNER™ Professional, a member of the National Association of Insurance and Financial Advisors, The Financial Planning Association, and a Life Underwriter Training Council Fellow, she has completed numerous education courses on different aspects of financial planning and holds prestigious industry designations and awards. Being a second generation financial advisor, Holly credits her mother with providing her the discipline and dedication to always strive to “do unto others as you would like done to you”. She is passionate about her work and is committed to helping her clients by creating solutions that ensure security. Holly teaches courses at Central Florida educational institutions for the nonprofit organization American Financial Education Alliance.