Kelly Holloway, Cfp®
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Kelly Holloway, Cfp® Email & Phone Number

Advisor | Director of Client Experience at PalomarWealth
Location: Peoria Metropolitan Area, United States, United States 3 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Advisor | Director of Client Experience
Location
Peoria Metropolitan Area, United States, United States

Who is Kelly Holloway, Cfp®? Overview

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Quick answer

Kelly Holloway, Cfp® is listed as Advisor | Director of Client Experience at PalomarWealth, based in Peoria Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Kelly Holloway, Cfp®.

Kelly Holloway, Cfp® previously worked as Investment Specialist & Marketing Coordinator at Palomarwealth and WW Coach at Ww (Formerly Weight Watchers). Kelly Holloway, Cfp® holds Bachelor'S Degree, Summa Cum Laude from Illinois State University.

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PalomarWealth

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Profile bio

About Kelly Holloway, Cfp®

After spending nearly 15 years in health and wellness coaching, I repurposed my coaching knowledge into a personal passion-finances. I completed the Series 65 exam in 2020, my ChFC® designation in 2022, and successfully passed the CFP® Exam in 2023! Ready and equipped to help families succeed with finances and stewardship!PalomarWealth may utilize third-party websites, including social media websites, blogs and other interactive content. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by Thrivent Advisor Network or the securities regulators.Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. PalomarWealth and Thrivent Advisor Network, LLC are not affiliated companies.Securities offered through Purshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and PalomarWealth are not affiliated companies.

Current workplace

Kelly Holloway, Cfp®'s current company

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PalomarWealth
Palomarwealth
Advisor | Director of Client Experience
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3 roles

Kelly Holloway, Cfp® work experience

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Advisor | Director Of Client Experience

Current

Provides financial planning for individuals and families throughout their life. Collects and analyzes current financial situation and partners with clients to create realistic short, mid, and long-term goals. Walks with clients as they implement recommendations. Updates recommendations with new solutions as needs change. Designs organizational approach to.

Dec 2022 - Present

Investment Specialist & Marketing Coordinator

United States

Supports advisors through brokerage operations as well as conducts investment research for the Investment Committee. Creates and implements marketing strategy. Plans outreach events and promotes charitable giving within the practice through the PalomarWealth Philanthropic Committee.

Jan 2020 - Dec 2022

Ww Coach

Peoria, Illinois, United States

Guided individuals to develop a healthier relationship with food through wellness coaching. Coaching members on scientifically proven behavior change strategies and how to better leverage their internal resources and external support to reach their wellness goals. Facilitated group workshops in multiple settings, including permanent studios, on-site.

Mar 2006 - Jul 2020
2 education records

Kelly Holloway, Cfp® education

FAQ

Frequently asked questions about Kelly Holloway, Cfp®

Quick answers generated from the profile data available on this page.

What company does Kelly Holloway, Cfp® work for?

Kelly Holloway, Cfp® works for PalomarWealth.

What is Kelly Holloway, Cfp®'s role at PalomarWealth?

Kelly Holloway, Cfp® is listed as Advisor | Director of Client Experience at PalomarWealth.

Where is Kelly Holloway, Cfp® based?

Kelly Holloway, Cfp® is based in Peoria Metropolitan Area, United States, United States while working with PalomarWealth.

What companies has Kelly Holloway, Cfp® worked for?

Kelly Holloway, Cfp® has worked for Palomarwealth and Ww (Formerly Weight Watchers).

How can I contact Kelly Holloway, Cfp®?

You can use AeroLeads to view verified contact signals for Kelly Holloway, Cfp® at PalomarWealth, including work email, phone, and LinkedIn data when available.

What schools did Kelly Holloway, Cfp® attend?

Kelly Holloway, Cfp® holds Bachelor'S Degree, Summa Cum Laude from Illinois State University.

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