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Wes A Holland, Financial Advisor

FINANCIAL ADVISOR
Wes A Holland

CEPA®, ABFP™, AAMS™
222 Sun St, Morehead, KY 40351opens in a new window
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning

About Wes A

I'm often asked: "What do you do?"
My answer: "I Simplify Financial Lives."

That is an all-encompassing term for how we steward those we serve: their families, their assets (both money and time), as well as planning for whatever is most important to them. You want advice that is easy to understand, focused on what's important, and takes into account more than just the assets you've worked so hard for.

Who am I? What makes me... well, me?
* Lucky husband of Justine Larue Holland
* Proud father of Lily (20), Bella (16) and Lucy (14)
* Early Responder, UMCOR and CAP
* Supply Pastor for UMC
*...

Work History

  • Edward JonesNovember 2009 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • ABFP™

    Accredited Behavioral Finance Professional™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Kentucky-LexingtonBachelor of Business Admin

Personal Interests

  • Community Outreach
  • Health & Nutrition
  • Outdoor Enthusiast
  • Traveling
  • Spending Time with Family

Team Members

  • Jared Stacy
    Branch Office Administrator
  • Traci Vanderpool
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(606) 780-0248

Fax

(877) 678-1660

Office Address

222 Sun St
Morehead, KY 40351opens in a new window

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