Broker Check
Holly Speed

Holly Speed

Financial Representative

Holly serves as a financial representative for a premier adviser group at Pacific Capital Resource Group, Inc. in Scottsdale, Arizona, and she’s excited to introduce her team to you!  Her team of advisers takes pride in their ability to work with corporate, individual, and family clients alike in seeking to provide quality advice, effective implementation, and lifelong service.

Dedicated to the highest ethical standards, Holly’s team provides clients with planning for various aspects of life including:

  • Risk Management
  • Estate Planning
  • Retirement Planning
  • College Funding
  • Investments*
  • Professional Money Management*
  • Asset Allocation*
  • Business Planning

They meet with clients personally to discuss and review their goals and objectives. The team of advisers and specialists then accurately analyze and interpret those objectives to provide each client with a strategy that uniquely serves his or her short and long-term goals.

Holly and her team are able to provide continuing service by meeting with clients regularly as time goes on, maintaining and building upon a strong relationship. Each plan is monitored by the advisers and, when meeting with each client, reviews their situation to keep them up to date. Holly not only acts as a conduit between you and the team at introductions, but stays involved through the entire client experience.

This is designed to create a trusted bond between Holly, her team, and their clients and helps ensures that each client’s strategy remains consistent with changing goals, objectives, and circumstances.

Holly holds her Arizona Life and Disability Insurance license.

*Provided by registered representatives and/or Investment Adviser Representatives of Hornor Townsend & Kent.