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Michael H

CFP®, CFA®, Series 63, Series 65

Charlotte, NC

Holland Capital Management LLC

Michael Holland is a financial advisor with Holland Capital Management LLC in Charlotte, NC, holding the CFP® and CFA® designations and possessing 28 years of industry experience. His career includes roles at Fifth Third Securities and founding Holland Capital Management. He is also licensed to sell fixed insurance products in North Carolina. Holland Capital Management provides investment advisory and financial planning services to high-net-worth households, individuals, trusts, estates, and business entities. The firm uses a custodian-sponsored program to allocate assets to third-party sub-advisers and offers tailored financial planning through interactive modeling and modular written plans.

Wealth management
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