Holly Squicciarini
First Vice President, Wealth Management serving families and corporate executives at Raymond James & Associates
- Role
- Financial Advisor at Raymond James
- Location
- Rockford, IL, US
- LinkedIn followers
- 500 followers
About Holly Squicciarini
I welcome a connection if:• You are in need of an experienced team of advisors who will put your unique financial goals first and provide a financial plan tailored to help meet your needs.• You are a professional without the time or inclination to manage your own finances.• You are a CPA or attorney looking to provide resources to your clients.Why choose the Aegis Advisory Group of Raymond James & Associates:I realized early in my career that I’m motivated by inspiring and supporting people. Through my experiences, I’ve also come to recognize that everyone’s needs and goals for the future are unique. So I utilize my passion and experience, along with my psychology background, to listen intuitively and truly understand a client’s needs in an effort to best design an investment strategy specific to each client. As a Raymond James Financial Advisor in the Rockford, Illinois area, I specialize in estate and retirement planning and excel in offering a wide range of investment and financial planning services. I am dedicated to working with clients to discover how I can help them with their current financial situation, support them to realize their goals, and learn what’s important to them when working with a financial advisor. As a firm believer in continuing education, I am devoted to keeping current with the everyday changes in our market, and to reaching my own educational goals in the financial field.With more than 50 years of combined experience, the Aegis Advisory Group Financial team is experienced and knowledgeable and ready to answer any questions you may have. I am committed to our business, which has been passed down through a family of financial advisors, who have helped generations of families. I will continue to deliver the same consistency and trustworthiness our company has provided time and time again.
Experience
Financial Advisor
Jan 2015 — Present · Rockford, IL, US
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. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC”
Education
Guilford High School
High School
1998 — 2002
Palm Beach Atlantic University
Bachelor of Science (BS), Psychology
2002 — 2005
Skills
- Portfolio Performance Analysis
- Health Insurance
- Series 7
- Customer Service
- Financial Planning
- Strategic Planning
- Client Relations Skills
- Microsoft Excel
- Series 65
- Series 63
- Outstanding Time Management Skills
- Crm
- Microsoft Office
- Social Networking
- Retail
- Small Business
- Life Insurance
- Finance
- Public Speaking
- Personal Development
- Teaching
- Time Management
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