Holley Cary
Certified Financial Planner at First Horizon Advisors, Inc.
- Role
- Vp-certified Financial Planner at First Horizon Bank
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
About Holley Cary
It\'s not about the money.It\'s about your goals.how you feel about the money\'s purpose. As an experienced professional, I look for ways in which the quantitative analysis of Financial Planning can help clients achieve the peace of mind they seek. With over 35 years in financial service and over 10 years as a Certified Life Coach, I understand the value of a strong collaborative relationship and every conversation I have with clients is aimed at strengthening the confidence and partnership we share. I am committed to providing financial techniques and recommendations that meet a client\'s unique needs as life changes and evolves. As a regular speaker and collaborator on the topics of Women and Wealth, I look for ways to encourage, empower and educate by building confidence and shared experiences regarding financial topics. I know that no two clients are alike, both in the goals they’ve set for themselves and in the ways they want to achieve them. That’s why I believe it is my job to listen carefully to your needs and to help you set clear priorities for future growth.#womenandwealth #financialcoaching #financialbehavior #befinanciallyorganized #lifecoach #financialplanning #financialwellness #speakingfinancially
Experience
Vp-certified Financial Planner
Jan 2000 — Present · Memphis, TN, US
Affiliates | Not FDIC Insured | Not Insured By Any Federal Government Agency | May Go Down In Value Insurance Products and Annuities: May be purchased from any agent or company, and the customer’s choice will not affect current or future credit decisions. FTB Advisors is the trade name for wealth management products and services provided by First Tennessee Bank National Association (operating as First Tennessee Bank and Capital Bank)(“FTB”) and its affiliates. Financial planning and trust services provided by FTB. Investment management services, investments and annuities available through FTB Advisors, Inc, member FINRA, SIPC, and a subsidiary of FTB. Arkansas License # 416584. Insurance products available through FTB Advisors Insurance Services, Inc.(” FTBIS”), a subsidiary of FTB. Arkansas License # 247414. In some states, insurance products and annuities are provided by First Horizon Insurance Services, Inc.(“FHIS”), a Tennessee corporation, and a subsidiary of FTB. The principal place of business of FHIS is 165 Madison Ave, Memphis, TN 38103. California License # OD12174. FTBIS, FTB Advisors, Inc, FHIS, and their agents may transact insurance business or offer annuities only in states where they are licensed or where they are exempted or excluded from state insurance licensing requirements. FTB Advisors does not offer tax or legal advice. You should consult your personal tax and/or legal advisor concerning your individual situation. Banking products and services provided by FTB. Member FDIC. ©2017 First Tennessee Bank National Association operating as First Tennessee Bank and Capital Bank.
Education
University of Memphis
Master of Business Administration - MBA, Finance, General
Christian Brothers University
Bachelor of Science - BS, Business, Management, Marketing, and Related Support Services
Skills
- Investments
- Investment Advisory
- Banking
- Wealth Management
- Retirement Planning
- Credit Analysis
- Strategic Planning
- Portfolio Management
- Loans
- Finance
- Credit
- Strategic Financial Planning
- Series 7
- Series 63
- Financial Planning
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