Karen Holland
Financial advisor
Karen Holland, a registered investment advisor and Certified Financial Educator, has provided financial advice, wealth management, and insurance services for over 20 years. After graduating from Florida State University, Karen worked as an account executive for firms such as BB&T, SouthTrust Securities, and First Charter Bank in Maryland.
Her passion for teaching financial wellness to adult learners and employees led her to become a Certified Financial Educator with the nationally recognized and esteemed Heartland Institute. In 2009, she joined Hobart Financial Group as a Senior Wealth Advisor. Since then, she has been committed to the individual success and preservation of each client's wealth management strategy.
Karen’s personal goal as a financial advisor is to build relationships based on trust, integrity, and genuine enthusiasm for meeting her clients' goals. She prides herself on her ability to educate clients in a way that empowers them to take charge of their financial lives.
Family is super important to Karen, and she loves spending time with her new grandson.
To learn more about our financial and retirement services, fill out the form below and a member of our team will contact you shortly.
Contact Us
Belmont
123 N. Main Street
Belmont, NC 28012
Phone: (704) 825-1560
Cornelius
19600 West Catawba, Suite 201
Cornelius, NC 28031
Phone: (704) 825-1560
Ballantyne
15720 Brixham Hill, Suite 300
Charlotte, NC 28277
Phone: (704) 825-1560
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Investment advisory services offered through Fusion Capital Management, an SEC-registered investment advisor. Insurance and annuities offered through Belmont Capital Advisors, Inc, NC License #1000047399.