About Holley
I am a…
Christian, Finance professional, Life mentor, Parent
Bio
Holley has built a successful career with First Horizon over the past 38 years. She serves the Financial Planning Team as Senior level Financial Planner; working with high net worth clients and working as a training coach to the newer Financial Planners on the Team. Holley is an active participant on the First Horizon Women & Wealth steering committee in the Mid-South region and a regular speaker at client events.
A lifelong Memphian, she obtained her Bachelor of Science degree in Marketing and Management from Christian Brothers University; and her MBA with a concentration in Finance from the University of Memphis. While working with the Bank’s Wealth Management teams, she transitioned to the role of a CERTIFIED FINANCIAL PLANNER™ practitioner by earning her CFP® certification credentials in 2001.
A frequent speaker across the First Horizon footprint both virtually and in person; Holley has been quoted by media outlets including CBS News, the Wall Street Journal, US News and World Reports, Newsweek, Fortune, GOBankingRates.com, and Yahoo Finance.
Holley and her husband, David, have a blended family of 6 adult children and their families; and currently have 8 grandchildren. She is a Certified Life Coach, working with ministry and other opportunities in areas of personal life coaching, particularly for women; and is the co-founder of Cary Life Coaching, LLC.
Holley and David are longtime residents of Bartlett, TN. Holley is a past Chairman of the Board for the Bartlett Area Chamber of Commerce; having served on the Board of Directors for many years. She is also a graduate of Leadership Bartlett; a past member of the Leadership Bartlett Alumni Association and has served on several other Bartlett area committees. She currently serves on the board of the Houston Levee Community Center in Cordova, TN, and is the Director of Women’s Ministries at her church.
Areas of expertise
Financial Planning, Life Coaching, Women & Wealth
