Holly Eaton, Financial Advisor located in Southlake, TX

Financial Advisor
Holly Eaton

CFP®, AAMS®
241 E Southlake Blvd Suite 140, Southlake, TX 76092opens in a new window
Accepting New Clients
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Focus Areas

  • Portfolio Reviews
  • Values and Faith Based Investing
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Spending Time with Family
  • Community Outreach
  • Cooking
  • Camping

Team Members

  • Angela Travis
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

Phone

(682) 651-8062

Fax

(877) 673-9142

Office Address

241 E Southlake Blvd Suite 140
Southlake, TX 76092opens in a new window

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