
Holly Carroccioemail
Bluecrest Financial Alliances
14241 Dallas Pkwy Suite 1200
Dallas, TX 75254
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
CookingLanguages:
- 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