
Holly Wilsonemail
Fortis Lux Financial
New York, NY 10170-2199
Professional Story
Having the ability to connect with clients at every stage of life, whether launching a business, expanding operations, buying a first home, funding a child’s education, or planning for retirement, makes all the difference in their experience. I specialize in identifying protection and financial strategies that align with each client’s unique goals and/or company culture.
My attention to detail, empathetic approach, and strong listening skills reflect my deep appreciation for human connection and collaboration. Backed by a dedicated team of administrative, group benefits, and investment specialists, I am able to deliver a seamless and customized experience that fosters long-term relationships.
I am especially passionate about supporting women business owners and individuals in achieving their milestones both professionally and personally. If you are interested in learning how I can help you or your organization thrive, let’s connect.
Hobbies
Family dinners, family movie night, soccer, watching my 3 boys play sports, girls night
Languages: English
Specialties:Business Owners, Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Financial Education, Estate Planning
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