Our Wealth Management Advisors

Rick’s investment advisory career spans over 30 years, with the last 21 years focused on managing retirement plans and helping individuals plan and invest for retirement. Rick began his investment management career in 1986 at Kidder Peabody & Co. as a Listed Equity Trader. As a trader, he expanded the business from five institutional clients to sixty institutional clients throughout North America. He then spent another five years as an Investment Advisor, helping individuals manage their investment portfolios. In 1998, Rick joined Invesco Retirement Plan Services. As INVESCO's Vice President of Sales, Rick was responsible for managing sales for INVESCO's private label 401(k) retirement product. Under his leadership, the private label business grew to 620 plans with $7.1 billion in assets under management. INVESCO's private label partners included JP Morgan, Bank of America, Regions Bank, and Frost Bank. Richard (Rick) Holland received a Bachelor of Science in Finance from the University of Alabama and has passed the Series 65 and Series 7 exams.