2 Matches for Holly Carroccio from Plano, Texas, USA

Holly B. Carroccio Age 54

Plano, TX

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

• #Southern Methodist University

Holly B. Carroccio Age 55

Addison, TX | Dallas, TX | Irving, TX

Holly Carroccio lives in Addison, TX. Other places in which she has lived are Dallas, TX; Irving, TX and Plano, TX. She works at Whc Partners Llc.