Holley & Associates

Merrill Lynch Wealth Management
601 State St
Southlake, TX 76092
(817) 410-4933
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Holley & Associates
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Russell Holley
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022
(Published on April 7, 2022. Rankings based on data as of June 30, 2021.)
Meet Our Team
Russell Holley,

CFP®, CIMA®, CPFA™

Managing Director, Wealth Management Advisor
817.410.4933
Chace Langford,

CPFA™

Vice President, Financial Advisor
817.410.3808
Hayden Holley,

CFP®

Financial Advisor
817.442.1027
April Dawn Brunson
Officer, Wealth Management Client Associate
817.410.3805
Kathleen D Harte
Officer, Wealth Management Client Associate
817.442.1028
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Daniel Scalley
Wealth Strategies Advisor
Bank of America, N.A.
Jocelyn T Smith
Retirement Specialist
Bank of America, N.A.
Merrill Lynch Logo
Marcela Torres
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.