Holly M. Rice
Director of Firm Operations
Holly has been a member of our WealthTrak team since 2013. As Director of Firm Operations, she works closely with the executive team of WealthTrak to ensure a consistently high level of excellence in every operational area of our firm. In addition, she is the primary liaison for the firm's exceptional group of clients and advisors. Her knowledge and experience, coupled with her attention to detail and outgoing personality, allow her to communicate effectively with our team and clients.
For over two decades, Holly has gained substantial experience through various administrative and client service-related roles. In addition, she has participated in extensive leadership development training through some of the country's most well-respected organizations. Holly earned her Bachelor of Science Degree in Business Finance and holds a Life Insurance and Annuities License. Holly is an investment advisor representative of WealthTrak Capital Management, our Registered Investment Adviser (RIA) firm.
Holly currently resides in Chesapeake, VA, with her husband and her two daughters. She enjoys spending time with family and friends on the beach.