Holly Flores, CRPC
Holly served as an officer in the United States Army before working with UBS Financial Services and Northwestern Mutual. She joined our Wells Fargo Advisors team in 2018. Holly holds a bachelor’s degree in science from the United States Military Academy at West Point and a master’s degree from Colorado State University in information systems. Holly’s professional experience extends to managing complex business operations and preparing businesses and owners for transitions. Holly earned the Chartered Retirement Planning CounselorSM, or CRPC®, certification. Holly is on the board for the Cultural Office of the Pikes Peak Region (COPPeR), is a board member of the Colorado Springs Rotary Club, and was the founding President of the Rocky Mountain Chapter for the Exit Planning Institute. Holly is based in Colorado Springs.
Holly has advanced our team's client education offerings to include an ongoing series of webinars, Women's Wealth Wednesdays, for women to refine their investment purpose and further develop their investment knowledge.