Local Woman Nationally Recognized on Forbes Two Times in a Row

Holley Pierce, CFP®, Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management in Montgomery, was recently recognized on the Forbes “Top Women Wealth Advisors” list for the second consecutive year. Pierce’s team, Pierce & Associates, manages wealth for retirement-focused clients and primarily concentrates on income and wealth preservation needs. She joined Merrill Lynch in 2006 and is a specially qualified Senior Portfolio Manager, who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing their own personalized or defined strategies.

An industry leader, Pierce received several recognitions for her work in 2017, including on Working Mother/SHOOK Research’s “Top Wealth Adviser Moms” list. An Elmore resident, Pierce earned a bachelor's degree in business from Auburn University of Montgomery, where she graduated summa cum laude. She and her husband, Paul, have two daughters, Leah and Ellie Kate.

The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews.