Holly Manton

VP, Product Management at Avantax

Holly Manton is VP, Product Management for Avantax Wealth Management, responsible for implementing wealth management productivity measures, streamlining strategic projects and initiatives, and communicating core objectives among internal departments.

Holly joined Avantax in 2004 (then HD Vest) as a member of its Client Services team, assisting the firm’s Financial Professionals manage clients’ accounts. Holly’s ability to cultivate close relationships with affiliates and develop a deep understanding of the end-client needs made Holly a perfect fit for the firm’s Financial Planning Support team, where she helped Financial Professionals build their business through practice management, case analysis and design and strategic business planning. Holly then began to use those skill to help top firms as a Premium Wealth Management Consultant and, later, a Senior Relationship Manager.

In 2020, Holly was appointed to the Blucora Corporate Strategy team, where she leveraged her business development experience to help simplify complex business problems, identify and develop business strategy, and provide data-driven insights and solutions for Blucora, Avantax, and TaxAct.

Holly earned a Bachelor of Arts in economics with a minor in business from the University of North Texas, and an MBA from Western Governor’s University. She also completed the McKinsey Academy Business Consulting Program.

Holly holds FINRA Series 7 and 63 licenses, is a general and variable life insurance agent, and is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant®, a Certified Life Underwriter, a Certified Fund Specialist®, a Certified Annuity Specialist™, a Certified Income Specialist®, and a National Social Security Advisor®.


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Avantax

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Avantax helps financial firms grow their client base & optimize marketing spend & mix, through conAvantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting their goal of minimizing clients’ tax burdens through comprehensive tax-focused financial planning. They have two distinct, but related, models within their business: the independent Financial Professional model and the employee-based model. They refer to their independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. They refer to their employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.version-focused SaaS platforms


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