Holly Daniel CFP®
Senior Client Care Associate
Holly S. Daniel is a Client Care Associate for Paulson Wealth Management. She is a Certified Financial Planner (CFP) and Investment Advisor Representative (Series 65 license). With a BA in Economics from Mt. Holyoke College in MA, she has a wealth of experience in many facets of the investment industry. Holly has worked in brokerage operations, in a bank Trust Investment department, a financial planning firm, and run her own advisory business from home (while raising her two children).
Holly joined Paulson Wealth Management in 2015 from CB3 Financial Group in Geneva, IL, where she served in an investment selection and client service role. Her focus here is on serving Clients, and she employs her passion for people by providing excellence in Client service and performing other key support functions for Paulson Wealth Management.
Holly grew up in Maryland, where she learned the ropes in her father’s investment advisory business, who in turn enjoys an investment legacy from his father. She and her husband live in Batavia, Illinois where he now enjoys the retired life. They proudly have two “launched” daughters (an editor and graphic designer) living nearby in Chicago, the eldest now returning to SAIC graduate school for an MFA in Painting. Holly grew up in the Mid-Atlantic, went to college in New England, lived in the South, and now in the Mid-West. But she assures us she has no desire to move out West anytime soon!