Certuity
Holly Workman is currently the Associate Director at Certuity. In the past, Holly held positions such as Marketing Specialist, Senior Associate, Brand Management Intern, Investment Banking Associate, and Business Analyst at companies like Polen Capital, Georgia-Pacific LLC, Baird, Segall Bryant & Hamill, and Credit Suisse. Holly holds a Master of Business Administration (M.B.A.) from The University of Georgia and a Bachelor's Degree in Finance and Investments from the University of North Florida.
Certuity
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Certuity provides a holistic approach to wealth management and legacy planning for prominent high net worth families, business owners and entrepreneurs. Our approach to preserving and expanding wealth is a blend of financial strategy, investment philosophy and risk management. Expertise honed over time, our mission is to protect the financial future of our clients and safeguard their quality of life.