Private Wealth Management

Hollis Houk, CRPS®

Financial Consultant

Direct: (404) 461-5173

Philosophy & Approach

Hollis has almost 30 years of experience consulting with clients on all aspects of their wealth management needs. According to Hollis, “When working with clients, communication is key. It’s imperative that we work closely so that I understand their hopes and concerns in order to develop a comprehensive financial roadmap that aligns with their present and future goals, whatever they may be.”

Jana Burke and Sheila Whitten, registered sales assistants, support Hollis.

Experience & Education

He joined Stephens in 2014. Prior to Stephens, Hollis was a financial advisor at UBS Financial Services Inc., LPL Financial Corp., Wachovia Securities, Inc., and The Robinson-Humphrey Co., later to become a part of Morgan Stanley.

Hollis received a Bachelor of Business Administration in Finance from the University of Georgia at Athens. He is also a Chartered Retirement Planning SpecialistSM (CRPS®). This certification from the College for Financial Planning signifies that Hollis has met initial and ongoing experience, ethical education, and examination requirements for specialization in creating, implementing, and maintaining retirement plans for businesses.

Personal

Hollis and his wife, Julia, have three children and live in Atlanta.


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

(800) 643-9691 | Member NYSE, SIPC

© 2018 Stephens Inc. All rights reserved.