AeroLeads people directory · profile
Holly Curtis Email & Phone Number
Director of Operations, Pilo Team
at
Consolidated Planning, Inc.
1 work email found
@independentadvisoralliance.com
2 phones found area 310
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Director of Operations, Pilo Team
Location
Charlotte, North Carolina, United States
Company size
Who is Holly Curtis? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Holly Curtis is listed as Director of Operations, Pilo Team at Consolidated Planning, Inc., a with 262 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at independentadvisoralliance.com, phone signal with area code 310, and a matched LinkedIn profile for Holly Curtis.
Holly Curtis previously worked as Onboarding and Development Team Lead at Consolidated Planning, Inc. and Advisor Performance Group/ Onboarding & Development Team Lead at Consolidated Planning, Inc.. Holly Curtis holds Nutrition Science & Dietetics from Syracuse University.
Company email context
Email format at Consolidated Planning, Inc.
This section adds company-level context without repeating Holly Curtis's masked contact details.
{first_initial}{last}@independentadvisoralliance.com
86% confidence
AeroLeads found 1 current-domain work email signal for Holly Curtis. Compare company email patterns before reaching out.
Profile bio
About Holly Curtis
By nature, I am a planner. I strategize, organize, and analyze. I have more than 15-years of experience in financial services and have seized every opportunity to learn and grow. I have a proven record of success within multiple roles and have been recognized for my work ethic and integrity. I am a self-motivated leader and collaborator who strives for excellence in all that I do.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian.Agent of Consolidated Planning, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Current workplace
Holly Curtis's current company
Company context helps verify the profile and gives searchers a useful next step.
Consolidated Planning, Inc.
12 roles
Holly Curtis work experience
A career timeline built from the work history available for this profile.
Onboarding And Development Team Lead
Advisor Performance Group/ Onboarding & Development Team Lead
NC Life, Accident, Health Insurance LicensedFINRA Series 7, 63, 65Registered Representative and Financial Advisor of Park Avenue Securities.
Financial Strategist
Series 7, Series 63, Series 66NC Life & Health Insurance Licensed
Dec 2021 - Mar 2024
Aug 2021 - Sep 2021
Director Of Training And Advocacy
Development and implementation of training program, advisor advocacy, and transition repapering management. Event sponsor relationship management and conference chairperson. Series 7, Series 63
Mar 2020 - Aug 2021
Director Of Communications
Internal communications and marketing, website development and maintenance, event planning and management, onboarding assistance and IAA establishment. Series 7, Series 63
Aug 2016 - Mar 2020
Transition Manager
Transition management, support, training, client repapering, process development Series 7, Series 63
Sep 2015 - Aug 2016
Lpl Registered Associate
LPL Registered assistant to CEO, 401k plan support, investment client service Series 7, Series 63
Oct 2014 - Sep 2015
Relationship Manager
Provide back-office support to IAA advisors using Blackbridge Financial as a DBA name. Develop content for and maintain the Blackbridge Financial website, brand management, marketing, and events.Series 7, Series 63
Oct 2014 - Mar 2020
Lpl Registered Administrative Associate
Series 7, Series 63NYS Life, Health, Accident insurance licensed
Oct 2007 - Oct 2014
Manager Of Program Services
Jan 2003 - Oct 2006
Team & coworkers
Colleagues at Consolidated Planning, Inc.
Other employees you can reach at cplanning.com. View company contacts for 262 employees →
FW
Finley Woodward
Colleague at Consolidated Planning, Inc.United States
View →
DF
Duvall Forman
Colleague at Consolidated Planning, Inc.Charlotte, North Carolina, United States
View →
CW
Caleb Washburn
Colleague at Consolidated Planning, Inc.Columbia, South Carolina, United States
View →
TR
Tommy Rosser
Colleague at Consolidated Planning, Inc.Broadway, North Carolina, United States
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MF
Melissa Franklin
Colleague at Consolidated Planning, Inc.Greensboro, North Carolina, United States
View →
EG
Ernest Guerriero
Colleague at Consolidated Planning, Inc.New York, United States
View →
AL
Ariel Lee
Colleague at Consolidated Planning, Inc.Spartanburg, South Carolina, United States
View →
PB
Percy Blackburn, Chfc®
Colleague at Consolidated Planning, Inc.Richmond, Virginia, United States
View →
SO
Sadi Omerovic
Colleague at Consolidated Planning, Inc.Charlotte, North Carolina, United States
View →
JM
Judy Markowitz
Colleague at Consolidated Planning, Inc.Charleston, South Carolina, United States
View →
Finley Woodward
Colleague at Consolidated Planning, Inc.United States
View →
DF
Duvall Forman
Colleague at Consolidated Planning, Inc.Charlotte, North Carolina, United States
View →
CW
Caleb Washburn
Colleague at Consolidated Planning, Inc.Columbia, South Carolina, United States
View →
TR
Tommy Rosser
Colleague at Consolidated Planning, Inc.Broadway, North Carolina, United States
View →
MF
Melissa Franklin
Colleague at Consolidated Planning, Inc.Greensboro, North Carolina, United States
View →
EG
Ernest Guerriero
Colleague at Consolidated Planning, Inc.New York, United States
View →
AL
Ariel Lee
Colleague at Consolidated Planning, Inc.Spartanburg, South Carolina, United States
View →
PB
Percy Blackburn, Chfc®
Colleague at Consolidated Planning, Inc.Richmond, Virginia, United States
View →
SO
Sadi Omerovic
Colleague at Consolidated Planning, Inc.Charlotte, North Carolina, United States
View →
JM
Judy Markowitz
Colleague at Consolidated Planning, Inc.Charleston, South Carolina, United States
View →
1 education record
Holly Curtis education
FAQ
Frequently asked questions about Holly Curtis
Quick answers generated from the profile data available on this page.
What company does Holly Curtis work for?
Holly Curtis works for Consolidated Planning, Inc..
What is Holly Curtis's role at Consolidated Planning, Inc.?
Holly Curtis is listed as Director of Operations, Pilo Team at Consolidated Planning, Inc..
What is Holly Curtis's email address?
AeroLeads has found 1 work email signal at @independentadvisoralliance.com for Holly Curtis at Consolidated Planning, Inc..
What is Holly Curtis's phone number?
AeroLeads has found 2 phone signal(s) with area code 310 for Holly Curtis at Consolidated Planning, Inc..
Where is Holly Curtis based?
Holly Curtis is based in Charlotte, North Carolina, United States while working with Consolidated Planning, Inc..
What companies has Holly Curtis worked for?
Holly Curtis has worked for Consolidated Planning, Inc., Independent Advisor Alliance, Blackbridge Financial, Haylor, Freyer & Coon Financial Services, and Make-A-Wish Central New York.
Who are Holly Curtis's colleagues at Consolidated Planning, Inc.?
Holly Curtis's colleagues at Consolidated Planning, Inc. include Finley Woodward, Duvall Forman, Caleb Washburn, Tommy Rosser, and Melissa Franklin.
How can I contact Holly Curtis?
You can use AeroLeads to view verified contact signals for Holly Curtis at Consolidated Planning, Inc., including work email, phone, and LinkedIn data when available.
What schools did Holly Curtis attend?
Holly Curtis holds Nutrition Science & Dietetics from Syracuse University.
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