Author: Steven Holland

In a few words, what does being a “Trailblazer” mean to you, and how did your path into wealth management begin? To me, being a trailblazer means choosing a path because it feels right, not necessarily because it’s well traveled. As an advisor, I’m constantly striving to ask better questions and challenge assumptions so I can create the most thoughtful and customized solutions for my clients. My path into wealth management began with a desire to help people make sense of complex financial planning matters. I was drawn to the intersection of emotions and finances, quickly realizing how powerful good…

In a few words, what does being a “Trailblazer” mean to you, and how did your path into wealth management begin? When I first saw the word Trailblazer, my initial thought was, “That’s not me—I’m just doing my job.” Then I remembered my business partner recently nicknamed me “the Axe” at our holiday party, so perhaps there is some correlation after all. I’ve never been afraid to take the road less traveled, as long as I can visualize what’s possible. I take pride in uncovering unconventional solutions to challenges, and that mindset has been a consistent driver throughout my career.…

In a few words, what does being a “Trailblazer” mean to you, and how did your path into wealth management begin? Being a trailblazer means stepping into uncertainty with confidence that you have the heart and skillset to face challenges as they cross your path. My career in wealth management began as an intern with my team (then at Merrill) in 2008. I began training new advisors after 1-2 years and built a training infrastructure within our team, while continuing to manage my own book of clients. Over the next decade, this developed into a more expansive leadership role supporting…