Holly M. Rice, ChFC®

Holly has been a valued member of the WealthTrak team since 2013 and currently serves as both Director of Firm Operations and Associate Wealth Advisor. In her advisory role, she works closely with clients to support comprehensive financial planning, investment strategy implementation, and ongoing relationship management. Known for her approachable style and attention to detail, Holly takes the time to understand each client’s unique goals and priorities.

As Director of Firm Operations, Holly partners with the executive team to ensure the firm runs efficiently and consistently, helping create a seamless, well-coordinated experience for clients and advisors alike.

With more than two decades of experience in client service, advisory support, and leadership, Holly brings a thoughtful, client-focused perspective to her work. She holds a Bachelor of Science degree in Business Finance, is an Investment Adviser Representative with WealthTrak Advisors, and has earned the Chartered Financial Consultant (ChFC) designation from The American College of Financial Services.