MassMutual financial professional.

Holly Carroccioemail

Bluecrest Financial Alliances

14241 Dallas Pkwy Suite 1200
Dallas, TX 75254

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  • Professional Story

    Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

    Education

    Southern Methodist University BBA Finance (1982 - 1987)

    Hobbies

    Tennis
    Golf
    Travel
    Cooking

  • Languages:
    • English
    • Spanish

  • Credentials:
    • CFP®
    • CEPA

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Retirement Income Planning
    • Retirement Strategies
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Estate Planning

Check the background of this investment professional on FINRA’s BrokerCheck

See Holly’s Licenses and Disclosures

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