Hollis Henry
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Naperville, IL 60540-5325
Credentials
Series 66
Industry experience
3 years
Hollis Henry is a Financial Consultant at Fidelity Investments, a position held since 2022. Prior to this role, Hollis served as an Independent Financial Coach and District Leader at PFS Investments in 2021. In these capacities, Hollis focuses on developing custom financial strategies by understanding clients' unique goals and challenges through active listening and collaboration.
Hollis emphasizes building lasting relationships rooted in empathy and trust, working closely with clients and their families to clarify their current financial positions and future aspirations. Outside of work, Hollis is engaged in family activities and enjoys fitness, golf, music, and parenthood.
Based on Fidelity
47 E Chicago Ave
Naperville, IL 60540-5325
Illinois · Texas
Fidelity Investments
2025 - Present (1 year)
FIDELITY INVESTMENTs
2022 - Present (4 years)
Youth Service Bureau of Illinois Valley
2020 - 2022 (2 years)
Brosnan Risk Consultants
2019 - 2020 (1 year)
Western Illinois University
2017 - 2019 (2 years)
Western Illinois University
2016 - 2017 (1 year)
City of Wheaton Public Works
2016 - 2016 (1 year)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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