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Holly Wanegar

Holly Wanegar

Director, Client Service

Email: Hwanegar@whzwealth.com

Holly Wanegar joined Weiss, Hale & Zahansky Strategic Wealth Advisors in June 2019. She leads our Client Service team to assist clients with their service-related needs in collaboration with our advisors and team to deliver the best client experience. In addition to leading our Client Service team, Holly provides critical support to advisors with analytics related to operations and works with our Chief Investment Officer to implement portfolio and investment strategies.

Holly brings significant wealth management experience, particularly in roles involving client intake, trust administration, estate settlement services, financial planning, and investment management. Prior to joining our team, Holly worked at U.S. Trust as a Trust Administrative Officer, and most recently, at People’s United Bank as 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.