Senior Vice President–Wealth Management
Financial Advisor
Prior to entering the financial services industry in 1997, Holidae worked as an attorney focusing on banking and securities law for such organizations as the Federal Reserve and the Senate Banking Committee. She became fascinated by the markets and the crucial role that finance plays in everyone’s lives. Now, as a Financial Advisor, Holidae blends her compassion for people with a strong legal and financial background. She has a deep appreciation and knowledge of the importance of rules and regulations, as well as the strong ethics required of someone who serves as a fiduciary.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Financial Advisor
Prior to entering the financial services industry in 1997, Holidae worked as an attorney focusing on banking and securities law for such organizations as the Federal Reserve and the Senate Banking Committee. She became fascinated by the markets and the crucial role that finance plays in everyone’s lives. Now, as a Financial Advisor, Holidae blends her compassion for people with a strong legal and financial background. She has a deep appreciation and knowledge of the importance of rules and regulations, as well as the strong ethics required of someone who serves as a fiduciary.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Client Associate
Professional Experience
• Client Service Associate, UBS Financial Service, Inc., August 2022-Present
Education & Certification
• Bachelors of Economics Degree from Fairfield University
Hometown
Alexandria, VA
Alma Mater Team
Fairfield University Stags
Favorite Philanthropy
Travelers United, Inc.
Interests
• Sports
• Fishing
• Traveling
• Spending time with family and friends
Why I Do What I Do
“I love working with clients to make their lives easier”
My Philosophy on Client Service
"Make the complicated, uncomplicated."
Client Associate
Professional Experience
• Client Service Associate, UBS Financial Service, Inc., August 2022-Present
Education & Certification
• Bachelors of Economics Degree from Fairfield University
Hometown
Alexandria, VA
Alma Mater Team
Fairfield University Stags
Favorite Philanthropy
Travelers United, Inc.
Interests
• Sports
• Fishing
• Traveling
• Spending time with family and friends
Why I Do What I Do
“I love working with clients to make their lives easier”
My Philosophy on Client Service
"Make the complicated, uncomplicated."
Executive Director
UHNW Plus and GFIW Americas Relationship Manager
Executive Director
Senior Portfolio Strategist, WMA Portfolio Advisory Group
Managing Director
Global Family and Institutional Wealth, UHNW
Executive Director
Senior Wealth Strategist
Managing Director – Wealth Management
Private Wealth Advisor
Executive Director
UHNW Plus and GFIW Americas Relationship Manager
Executive Director
Senior Portfolio Strategist, WMA Portfolio Advisory Group
Managing Director
Global Family and Institutional Wealth, UHNW
Executive Director
Senior Wealth Strategist
Managing Director – Wealth Management
Private Wealth Advisor
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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