Holly has been with us since July 2006. As Matthew Peak's assistant, she serves as the hub of the practice. She manages projects for the practice and helps to set strategy and focus in addition to monitoring the day to day processing and administrative functions of the office.
Holly graduated from UConn with a Bachelor's in Business Administration. She is very efficient, organized, and friendly and is a key part of the success of our practice.
Waddell & Reed is not affiliated with any other entities referenced herein.
Holly is not employed by Waddell & Reed, but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. 08/18