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JP Holland

JP Holland, CIMA®, CRPS®, AIF®

Vice President - Wealth Advisor


Jean-Pierre, or JP, as he is colloquially known, has over 30 years of experience in the financial services industry. A graduate of Penn State University with a degree in Political Science, JP is driven by improving interactions and experiences for both our clients and their families. His extensive background provides him with the ability and skills to meet the unique needs of both individual investors as well as business owners.

JP holds the FINRA Series 7, 63, and 65 securities licenses. He has also earned his Chartered Retirement Plans Specialist SM (CRPS®) designation, Accredited Investment Fiduciary® (AIF®) designation, and Certified Investment Management Analyst (CIMA®) designation. With his range of financial experiences and skills, JP is adept at structuring our clients' goals around their personal and business needs to support a range of financial goals and objectives.

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