Holly M. Baroway
Education
- Master of International Management, Daniels College of Business – University of Denver
- Bachelor of Arts and Sciences, Political Science, Capital University
Licenses and Certifications
- Series 7, General Securities Representative
- Series 66, Investment Advisor Representative
- Life, Health, and Variable Insurance (including long-term care, disability, and annuities)
- CERTIFIED FINANCIAL PLANNER™ Certification
ExperienceHolly began in the investment services industry in 2001 and joined Stifel in 2009. Prior to becoming a financial advisor, she was a professional ballet dancer from 1982 to 1998 with various national ballet companies. Having made such a career change gives her a unique perspective when helping clients figure out their “next steps.”
Holly began investing at age 19. Setting a financial foundation at an early age allowed Holly to realize saving early enabled her to make significant life changes. Today, she helps her clients frame their financial situation, stay focused on what is most important, and walks with them as they work toward financial independence.
Holly earned the CERTIFIED FINANCIAL PLANNER™ certification in 2007 from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP
® Certification Examination. She earned a Master of International Management from Daniels College of Business – University of Denver and a Bachelor of Arts in Political Science from Capital University. In addition, she holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance (including long-term care, disability, and annuities).
PersonalHolly, her husband, Erik, and daughter, Maya, enjoy living in the Denver Highlands neighborhood. She enjoys traveling, cooking with her daughter, skiing, yoga, attending the ballet, and playing with her puppies, Cookie and Biscuit.
Memberships
- Stifel’s Women’s Initiative Network – Task Force Committee
- Colorado Ballet – Executive Committee
- Investment Committee of St. Anne’s Episcopal School – Member, Past Chair
- Colorado Women’s Chamber of Commerce – Past Chair
- Colorado Ballet – Past Chair