Holly Clemence joined Box Financial Advisors in April 2024 as a Client Service Associate, where she takes pride in contributing to a smooth client experience. Prior to joining the Box Financial team, Holly worked for a financial broker-dealer.
As a part of the Box Financial team, Holly serves as the main point of contact for Chris Hasling’s clients and will assist with a wide range of client service needs. Her responsibilities consist of fostering strong client relationships, facilitating service requests such as new account openings, check requests, address changes, beneficiary updates, scheduling appointments, and maintaining client records.
Holly graduated from the University of Wisconsin–Madison in 2020 with a degree in Economics. She currently holds her Series 7 and Series 66 registrations. She quickly learned that she has a passion for helping others by building strong client relationships and delivering exceptional service.
Get to Know Holly:
- In her free time, Holly finds joy in traveling to reconnect with loved ones; one of her favorite experiences from traveling was summiting Mount Kilimanjaro with her family.
- Holly is also an avid bike rider who spends her weekends exploring the many trails the Twin Cities has to offer.
- Holly often visits her hometown in Southern California.
Registered Administrative Assistant of Cetera Wealth Services LLC, member FINRA/SIPC.