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Holly K

Series 65

Lakeland, FL

HPS Solutions LLC

Holly Kelley is a financial advisor with HPS Solutions LLC in Lakeland, FL, holding a Series 65 designation and four years of industry experience. She has held roles at several firms including Core Wealth Advisors, Inc. and PFS Investments, Inc., and has worked in tax and accounting services through Hamic Previte & Sturwold PA since 2019. HPS Solutions LLC provides investment supervisory and consulting services to individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm uses a value-driven, fundamental analysis investment approach, emphasizing long-term holdings and diversification, and offers specialized 401(k) services as well as financial planning integrated with portfolio management.

Active portfolio management Options & derivatives strategies Cash flow / budgeting
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