Our Team
Holly Bayless
Sr. Client Service Associate
As Sr. Client Service Associate, Holly brings clients’ plans to life. Whether by opening new accounts, moving assets with precision, or carrying out a broad range of financial transactions, Holly is there to help with expert, friendly, and personal service.
Holly graduated from Texas A&M University with a Bachelor of Science degree in Psychology. She has a legal background as a paralegal. Holly found her career fit in the financial sector, as a Client Service Associate. She has 7 years of experience and thrives in client service.
On a Personal Note
Holly lives in Dallas, Texas. She has three sons, with her youngest attending her Alma Mater, Texas A&M University… Gig Em Aggies! When she is not spending time with her family, Holly enjoys yoga, walking, gardening, and spending time with friends.