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Streeter Holden

Streeter Holden, CFP®

Managing Director - Wealth Advisor


Streeter has been named as a Wells Fargo Advisors Financial Network Platinum Council in 2011, 2012, 2015, 2016, 2019, 2020, 2021, 2022.1

As a CERTIFIED FINANCIAL PLANNER professional, she creates a team with you, your CPA, and attorney to help achieve your estate planning goals. The CFP® certificate is awarded by the Certified Financial Planner Board of Standards to individuals who have agreed to adhere to the principles of honesty, integrity, competence and diligence, to act in their client's best interests, exercise due care, and maintain confidentiality, objectivity, and professionalism.

Streeter sat for her Series 7 and 66 securities registrations 20 years ago in Massachusetts, went on to train as a supervisor, and became Assistant Branch Manager of the downtown Boston office.

With an emphasis on continuing education, she has earned the designations of Accredited Asset Management Specialist, and Accredited Domestic Partnership Advisor, from The College of Financial Planning.

Streeter began investing at the age of ten when her father taught her to read the stock pages. She earned her BA from Connecticut College, then went on to study theatre in San Francisco. A member of Actors' Equity and SAG-AFTRA, she performed in regional theatres across the country, even weathering a year of comedy on Hollywood Boulevard. After a satisfying decade treading the boards, she found her calling in a career as an investment advisor.

Wells Fargo Advisors is not a tax or legal advisor.

1. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

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