Karen Nichol Holloway

She takes delight in hearing wants to be a source of hope and encouragement as you walk out your financial journey. Whether you are joining us in person or online, we invite you to come experience our services and be a part of planning family. Come just as you are.

Karen believes that well-thought out objectives, clear action steps, and a realistic timetable are the cornerstone for achieving your financial goals and because the consequences to your loved ones could be devastating if you ever needed care, she also believes in putting a plan in place to mitigate the consequences.

"I have the passion and patience to do thorough legwork in order to design the perfect plan for you, and should you already have a plan, to elevate your plan to gain optimal desire and possibilities. My approach is simple- to listen, to guide and to deliver. This hard work is coupled with my openness and willingness to develop and maintain important relationships with people that I know will ease the financial planning process tremendously"

'Raise The Bar' nets $35K for Girls' Leadership Institute

The Women’s Foundation of Palm Beach County hosted its third Raise the Bar event at the Kravis Center in West Palm Beach on Thursday, March 21.

More than 400 business people, legal professionals and elected officials attended the networking event, which raised $35,000 to provide scholarships to middle- and high-school girls to attend the Girls’ Leadership Institute.

Karen Holloway Nominated for Leukemia Lymphoma Society Woman of the Year!

Supported by the Leukemia Lymphoma Society, Karen has been nominated to raise funds for the Boy and Girl of the year. A credit to Karen's hard work and professional achievements, the nomination recognizes local women with strong records of leadership, performance, and innovation in their industries, as well as meaningful community involvement.