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Holly V
Series 66
Wilmington, NC
Ally invest Advisors
Holly Vest is a financial advisor with Ally Invest Advisors in Wilmington, NC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Raymond James & Associates, RBC Capital Markets, and Cape Fear Regional Tax Consultants. She is also involved with Life Vest Organizers LLC, a business she has operated since 2019. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, by providing discretionary portfolio management through automated services and advisor-led guidance. The firm’s investment approach is based on Modern Portfolio Theory, utilizing model allocations across multiple risk tiers and combining passive and actively managed ETFs, supported by digital tools and extensive online reporting.
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