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Southlake

Analiese Holmes

CFP®

Associate Wealth Advisor

1900 W Kirkwood Blvd, Suite 2500C
Southlake, TX 76092

Analiese Holmes

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Analiese Holmes

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Analiese

With early career experience in a corporate setting, a move to the financial services industry was something Analiese had considered for some time. She had a desire to walk alongside individuals and families through some of life’s most important decisions. In the financial planning process, she places high value on integrity, faith, and family.

Analiese was born and raised in Dallas, where she currently resides. She is involved in the Dallas-Fort Worth Financial Planning Association and she and her husband, Wesley, are active members at Watermark Community Church. She enjoys traveling, time with friends and family, baking, outdoor activities, board games, and visiting College Station for Texas A&M Aggies football games every fall.

Education and Professional Milestones

-Texas A&M University - Bachelor of Business Administration in supply chain management, Master of Science in finance, and international business certificate

-Has held roles with Clintsman Financial Planning and Texas Instruments

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