Angel‘s family moved to Ormond Beach from Winsted, Connecticut when she was only eight years old. She attended local public schools and graduated from Seabreeze High School in Daytona Beach.
Angel came to Holland Financial with over 20 years of banking and investment experience. It is her responsibility to oversee the Client Services Department – from initial documentation preparation through final implementation and daily servicing and follow-up. She also works closely with David Holland throughout the planning and recommendations process. And when it’s time for annual investment reviews, Angel makes certain that each client’s needs are met and expectations are exceeded.
A CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant®, Chartered Retirement Planning Counselor℠, and Florida Life, Health and Variable Annuity licensee, Angel holds the Series 66 license and has passed the Series 6, 7 and 63 security license examinations. She has earned a Bachelor of Science Business Administration (BSBA) degree from the University of Florida – Warrington College of Business Administration.
Angel has been married to her husband, Lynn, since 1993. The couple has a daughter named Morgan, who is also a graduate of the University of Florida. When she is not helping our clients with their financial goals, Angel enjoys spending time with her family. Pastimes include boating, going to the beach, and her favorite hobby – cooking!