Holland Wealth Management

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Karen Holland

Karen has provided financial advice, wealth management, and insurance services for almost 30 years. She spent several years on Wall Street as an account executive for firms such as BB&T, Southtrust Securities, and First Charter. She also served as a senior financial advisor for Merrill Lynch in its global private client group. Currently, Karen leads the investment and insurance services practice for Holland Wealth Management. Her personal goal as an investment advisor is to create a relationship with each client based on trust, integrity, and genuine enthusiasm for helping meet the client’s goals.

Lynn Houser

Lynn has been a member of Holland Wealth since 2016. In her dual roles as operations manager and client service specialist, Lynn oversees day-to-day operations, processing new business, servicing existing clients, and coordinating events.

Building strong client relationships is Lynn’s passion. She listens closely to every client’s individual needs and concerns to provide the highest level of client service. She uses her excellent administrative and communication skills not only in the office, but also in non-profit volunteer roles within the community, local schools, and at her church. Lynn is a graduate of Wingate University with a Bachelor of Science degree in communications, and also holds a Master’s in business administration from Strayer University.

Our Services

Retirement Income Strategies

Financial Planning

Investment Management

Social Security Maximization

Life Insurance

Long-Term Care

Legacy Planning

IRA/401k Rollover

Annuities for Retirement Income

Fixed Indexed Annuities

Contact Us

Karen Holland

Phone: 704.675.7500

Fax: 704.675.7505

Email: karen@hollandwealth.com

Lynn Houser

Phone: 704.675.7500

Fax: 704.675.7505

Email: lynn@hollandwealth.com