Holly Happ
Client Service Associate
As a Client Service Associate in Wealthspire’s New York City office, Holly supports clients and their advisors with account openings, money movement, record maintenance, and other ongoing service needs. She is developing particular expertise in retirement accounts and the complexities involved in establishing and maintaining trusts, estates, and other investment accounts. Holly values getting to know the families she serves and understanding the financial goals behind each request, whether they are purchasing a home, planning a wedding, or preparing for the future. Prior to joining Wealthspire, Holly was a Retirement Plan Specialist with T. Rowe Price, where she worked with individuals from a wide range of backgrounds as they planned and saved for retirement. Holly earned a bachelor’s degree in Finance from Towson University.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
