Holly Stewart, President and Founder
Financial Advisor

-Holly enjoys anime and video games with her son.

-Her favorite music is EDM - “I love to dance!”

-Honey, her Golden Retriever keeps her active and out on the many Northern Colorado trails.

Holly Stewart is a dynamic financial advisor with a heart for helping others thrive — financially and spiritually. Known for her clear wisdom, compassionate guidance, and unwavering integrity, Holly empowers clients to steward their wealth with purpose. Outside the office, she’s a devoted mom, faith-filled teacher, and a community-builder who brings warmth and energy to everything she does — whether she’s leading a Bible study, dancing the night away, or cooking up a crockpot masterpiece. With Holly, excellence is expected, and joy is non-negotiable.

Holly’s phrase for the intention of her life:
“A force of faith, flavor, and fierce intention — walking in purpose, loving out loud, and building a life that blesses others.”

Holly Stewart began her career as a financial Advisor in 1993 with Bank of America Investments. After a very successful fourteen years at Bank of America investments, she had an opportunity to retire early and move to Colorado. Upon arrival in Colorado, she continued as a Bank Advisor with Wells Fargo Investments. In early 2008, Holly decided to go independent and chose Money Concepts as her broker dealer. In 2014 Holly changed to Cambridge.

Holly holds FINRA series 7, 63, and 65 licenses. She also has her Life and Health license in the state of Colorado and various other states.  As well as an AAMS designation, Accredited Asset Management Specialist.

Holly has received numerous accolades in her career. She was included in every awards dinner during her career at Bank of America Investments and in 2013 she was recognized as one of the Money Concepts' Top 100 Advisors. In August 2017 and 2018 she was awarded the Best Financial Planner/Advisor by the Best of Loveland Magazine. In August 2019 & 2021, the entire firm was awarded Best Financial Planner/Advisor by the Best of Loveland Magazine. The readers of the Loveland Magazine polled Holly Stewart Best of Loveland Award for Financial Planner 2022 and SummitView Advisors as 2022 Loveland Business Hall of Fame. This award is not indicative of investment performance