Holly Wanegar joined WHZ Strategic Wealth Advisors in 2019, serving as director of our Client Service team. In 2023 she became a CERTIFIED FINANCIAL PLANNER® (CFP®) and has since been promoted to vice president, associate financial advisor. In that role, Holly provides clients with financial planning and advisory services, and is primarily focused on helping early- and mid-career clients to balance and prioritize their financial goals.

Holly brings significant wealth management experience, particularly in roles involving client service and intake, trust administration, estate settlement services, financial planning, and investment management. She Prior to joining our team, Holly had 7 years of experience working at other financial firms in Hartford, CT including U.S. Trust, where she was a Trust Administrative Officer, and People’s United Bank, where she was a Relationship Manager, working to deliver an exceptional client experience for high-net-worth individuals.

Holly grew up in Pomfret, CT. She is a graduate of Woodstock Academy and received her bachelor’s degree in Psychology from Eastern Connecticut State University. She currently resides in Eastford, CT with her husband and three dogs. In her free time, Holly enjoys running, playing soccer, gardening, and traveling.

Browse Blog Posts by Holly