Jim Holley

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The Holley Rogers Haskett Group is a team of Merrill Financial Advisors offering thoughtful advice and guidance to the needs of affluent clientele – including physicians, attorneys, accountants, corporate executives, small business owners, individuals with inherited wealth, many retirees and their families.

Everything we do is predicated on a long-term strategic process that is cultivated through prudent wealth management planning principles. Our first priority is to fully understand each client’s current situation, financial objectives and potential concerns. We then develop and implement personalized financial strategies that are designed to accurately reflect their expectations for growth, income and risk management. Lastly we follow up with discussions covering a wide range of opportunities, including estate planning services and access to banking and lending services from Bank of America, N.A.

The professionals of The Holley-Hewlett Group bring together a scope of knowledge that has been developed throughout 59 combined years of experience in the Financial Services industry. We are committed to serving as a trusted resource to clients and the members of our community so that they may rely on us for advice and guidance in their pursuit of personal, financial and professional success.
|James R Holley, Senior Financial Advisor • Senior Vice President 

Jim has been in the financial services industry since 1982 and joined Merrill Lynch Wealth Management in July of 2006. His focus is on developing strategies and recommendations for high-net-worth individuals, their families and their businesses to help them meet their short-and long-term financial goals.

Jim's approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen and review the clients’ financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. And third, he follows up with discussions covering a wide range of opportunities including investments, retirement and estate planning services.

Jim is a 1982 graduate of The University of Texas at Austin with a B.B.A. in finance. He and his wife, Mosie, live in Waco with their daughter Catherine.


*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.