I have been passionate about people for as long as I can remember. I believe it is this passion that has enabled me to serve in the roles I do today. It is important to me to invest my time in understanding what you are working toward before you invest your money. This includes an understanding of your risk tolerance, your short- and long-term goals, and your investment personality.
I grew up in Lansing, MI and am a 1996 graduate of Lansing Catholic Central High School. I studied business and marketing at Grand Valley State University and graduated cum laude in 2000. I received a Master of Business Administration from Cleary University in Ann Arbor in 2007.
I joined Edward Jones in 1999, and became a limited partner in 2004. I have proudly served the investor community from my Ann Arbor office of Edward Jones since 2001. During that time, I have had the privilege of working with individual investors, families, business owners and foundations. My team and I strive to create a first-class experience for every client and to craft tailored solutions to meet a number of complex goals.
I currently reside in Howell and live a full life with my husband and two children. I am a formerly competitive CrossFit athlete and weightlifter in the local circuit, and still do both for fitness today. I serve on the School Improvement Team for Howell Public Schools. I also partner with the Livingston County Animal Shelter in their foster and rescue efforts.
Edward Jones is a Fortune 100 Company. Our entire firm, along with advanced technology, supports our office so we can help ensure you receive the most current and comprehensive guidance. No matter your life stage, if you are seeking a committed partner in helping you achieve your financial goals, please send my team a secure message. We look forward to talking with you!
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Charitable Giving
- Socially Conscious Investing
My Personal Interests
- Animal Rescue
- Personal Fitness
- Wine Collecting/Enthusiast
Phone NumberHolly W Duthie at (734) 975-0981
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