About Holly

Holly Stewart



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.


Holly Stewart earned a Bachelor of Arts degree in communication Arts Education from Oral Roberts University in 1980. Holly has earned two industry designations;

Accredited Asset Management Specialist in 1996 and 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 in 2013 she was recognized as one of the Money Concepts top 100 advisors. She has participated in Real Practice Management since 2016, and most recently in August 2017 and 2018 she was awarded the Best Financial Planner/Advisor by the Best of Loveland Magazine. In August 2019, the entire firm was awarded Best Financial Planner/Advisor by the Best of Loveland Magazine.


Holly enjoys being active with her family through travel and exploring Colorado. Her hobbies include skiing, cooking, and traveling. She enjoys planning and hosting creative and fun client events!

Awards and recognitions are not representative of investment performance or returns of advisors.

Check the background of investment professionals on FINRA’s BrokerCheck.

Pertaining to Holly Stewart, this communication is strictly intended for individuals residing in the states of AZ, CO, GA, MA, ME, MT, NC, SC, and WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.

SummitView Advisors

Fort Collins Office:
231 S Howes St.
Fort Collins, CO 80521

Loveland Office:
DeskChair Workspace
201 E 4th St.
Loveland, CO 80537

Phone: (970) 663-7511
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