We can help you simplify financial matters so you can plan to live well and confidently
Karen Holland, an Investment Advisor Representative, joined Hobart Financial Group in 2014 as a Wealth Advisor. She has provided financial advice, wealth management and insurance services for more than 19 years. After graduating from Florida State University, she spent several years as an Account Executive for firms such as BB&T, Southtrust Securities, First Charter Bank and Merrill Lynch. Karen joined Hobart Financial Group as Senior Wealth Advisor in 2014 and is committed to focusing on the individual success and preservation of each and every client’s wealth management strategy. Karen’s personal goal as an investment advisor is to create a relationship with each client that is based on trust, integrity, and genuine enthusiasm for meeting the client’s goals. Karen prides herself on her ability to educate her clients in a way that empowers them to be in charge of their financial lives and she is consistently able to develop and deliver comprehensive financial plans, all while upholding her valued fiduciary responsibility.