Holly Harvey
Director of Client Relations
Holly Harvey joined the RIA team in 2021, bringing over 30 years of client service experience with her. While Holly has worn many hats in her professional life, including client support, business analysis, and data management, her favorite hat is that of “creative problem solving.” She loves the opportunity to wear this hat to efficiently resolve any challenges that she experiences.
Holly’s role as the Director of Client Relations allows her to provide fundamental support in all phases of client service, from onboarding to client relationship building, assisting with any existing client service needs as well as ensuring that portfolios and accounts are maintained seamlessly. Holly prides herself on ensuring that each of our clients receives a personalized experience every time they interact with us. She also serves as an in-office notary, available to assist our clients with that service as needed.
When she’s not in the office, Holly enjoys baking, playing board games with friends and family, volunteering within her church.
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.
© 2025 Hightower Advisors. All Rights Reserved.