Holly B. Carroccio

Female, 54 years old

Holly is a financial advisor with 22 years experience in financial services. She works as part of a cohesive team to address the financial needs of executives, business owners, professionals and suddenly singles who desire to have a financial blueprint to work from, specifically in the form of a traditional financial plan COMPANY DESCRIPTION Nexus Advisors, LLC is an organization whose mission is to help clients experience financial clarity; to solidify their vision for financial independence and other future goals; to comprehensively prepare them financially to handle both planned and unexpected life events. Specialties Comprehensive Financial Planning, Retirement Planning, Investment Analysis and Strategies, Buy-Sell and Exit Strategies, 401K and other Qualified Plan Consulting, Estate and Insurance Planning, Divorce Planning, Special Needs Planning read more ...
  • Southern Methodist University
  • Southern Methodist University - Cox School Of Business
  • L.l.c.

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