About Holly

About Ann “Holly” Stewart, AAMS

IMG_8753Introduction

Holly Stewart began her career as a financial Advisor in 1993 with Bank of America Investments.  After a very successful fourteen years at Bank of America investments, she had an opportunity to retire early and move to Colorado.  Upon arrival in Colorado, she continued as a Bank Advisor with Wells Fargo Investments.  In early 2008, Holly decided to go independent and chose Money Concepts as her broker dealer.  In 2014 Holly changed to Cambridge.

She made the choice to finish out her career as an independent Financial Planner so her recommendations to clients would be on a completely independent basis.  What difference does independent make?  An Independent Financial Planner can offer a myriad of investment options from a wide variety of money managers.  A Financial Planner is only truly independent if his or her firm does not offer any proprietary products;  and the firm is not owned or controlled by a financial services company that produces insurance or investment products.  This independence means that the recommendations made by your Financial Planner will be without any undue influence that can occur with planners who act on behalf of a product supplier.

AchievementsIMG_8776

Holly Stewart earned a Bachelor of Arts degree in communication Arts Education from Oral Roberts University in 1980.  Holly has earned two industry designations; 1) Accredited Asset Management Specialist in 1996 and 2) Certified College Counselor in 2008.

Holly holds FINRA series 7, 63, and 65 licenses.  She also has her Life and Health license in the state of Colorado and various other states.

Holly has received numerous accolades in her career.  She was included in every awards dinner during her career at Bank of America Investments and most recently in 2013 she was recognized as one of the Money Concepts to 100 advisors.

Activities

Holly enjoys being active with her children’s schools and activities.  She is involved in the Loveland Rotary Club and Crossroads Church.  Her hobbies include skiing, cooking, and traveling.  She enjoys planning and hosting her clients events!

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