Hendersonville, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$11,021,032,649
ClientsTotal clients
4,329
AdvisorsAdvisors at this office
2
Of 82 advisors across 26 offices
Location
1620 Asheville Highway, Suite 100
Hendersonville NC 28791
Advisors at this office
2
Advisors at this office
Dollie H
CFP®, Series 63, Series 65
Hendersonville, NC
Forvis Mazars Wealth Advisors, LLC
Dollie Halford is a CFP® professional with 20 years of experience in financial advising. She is currently with Forvis Mazars Wealth Advisors, LLC and previously worked at Dixon Hughes Wealth Advisors LLC. Halford serves as Vice President of the North Carolina Apple Festival, an unpaid community role. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers integrated financial planning and investment management services, managing approximately $12 billion in assets with a disciplined approach that includes committee-approved portfolios and third-party money managers.
Suzanne H
PFS™
Hendersonville, NC
Forvis Mazars Wealth Advisors, LLC
Suzanne Holbert is a PFS™ credentialed financial advisor with 24 years of industry experience. She is currently with Forvis Mazars Wealth Advisors, LLC, having previously worked at FORVIS Wealth Advisors LLC and Dixon Hughes Wealth Advisors LLC. Holbert is based in Hendersonville, NC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, discretionary and non-discretionary investment management, and consulting services, with a notable affiliation to a national accounting and professional services parent firm that supports integrated tax and accounting services alongside wealth management.
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