"Welcome Friends" is written on a chalkboard as you enter the vestibule to my office. I truly enjoy building lasting relationships with my clients and feel privileged when I am able to witness clients reach their goals.
I take the time to listen to my clients and use an established process to help build personalized and appropriate strategies to attain their unique goals. I partner with my clients by maintaining regular contact to educate, inform and make adjustments when needed.
My clients often come during times of transition, such as job change, retirement or receiving an inheritance. I also enjoy the challenge of working with clients to develop complex, high net worth strategies which often require collaboration with other professionals such as your CPAs and attorneys. Licensed in several states, I am able to serve clients and their loved ones nationwide.
I graduated from Montclair State College in 1985 with a BS degree, and have worked in the financial services industry ever since. During my 36-year career, my exposure to mortgage lending, commercial loans, private banking and brokerage services has created a strong foundation for my work as a financial advisor at Edward Jones.
I serve as the women inclusion leader for my region. In this role, I support and develop women financial advisors and provide insight and guidance on inclusion and diversity to the region and our leadership team.
I serve my community as a Beloit Chamber Ambassador, welcoming new businesses to our community and participating in events around the Greater Beloit area. Also, every month you will find me and my Branch Office Administrator, Christine Leonard, driving around town delivering meals to our senior population for Beloit Meals on Wheels. In my free time, I enjoy hiking, reading, crafting and spending time with my family.
If you are interested in learning about how I can help you reach your goals, give me a call today.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Insurance & Annuities
My Personal Interests
- Home Improvement
- Personal Fitness
Phone NumberHolly B Friel at (608) 365-5910
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