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Private Wealth Services & Investment Advisory | Blackbridge Financial | Holly Curtis
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Holly Curtis

Blackbridge Financial

 

“Blackbridge Financial is a cohesive community of financial professionals who share a passion for exceptional service, an unwavering dedication to their clients’ best interests and tremendous integrity in practice management. These attributes are what make me proud to be a part of the Blackbridge team.”

Holly Curtis

Check the background of this investment professional

Phone: (855) 6-BRIDGE ext. 2

Direct: (704) 499-9809

Email: hcurtis@bbridgefin.com

Address:

12610 N. Community House Rd.
Charlotte, NC 28277

Holly Curtis

Corporate Relationship Manager

LPL Registered Assistant to Robert Russo

Holly joined the Blackbridge Financial team in October 2014.  Her primary responsibilities include relationship management, event and training coordination, marketing and brand development, communications and as an LPL Registered Assistant to Robert Russo.

 

She has been affiliated with LPL Financial since 2007 and has been licensed since 2010.   Holly is active in her community and involved with a variety of non-profit organizations most recently as an American Cancer Society ‘Relay for Life’ team captain.

 

Originally from Syracuse, NY, she now resides in Charlotte with her husband and three teen-aged children.  Away from work, Holly enjoys traveling, hiking and gardening.

Affiliations:

Independent Advisor Alliance; Director of Communications
American Cancer Society; Relay for Life Team Captain, 2016
American Cancer Society; Supporter, 2002-2016
Make-A-Wish® Foundation; Ambassador, 2002-2016
American Red Cross; Donor and Ambassador, 2000-2009
Brain Tumor Center at Duke; Angels Among Us committee member, 1999-2004

Bragging Rights:

In 2006, I was on a national committee for the Make-A-Wish Foundation® of America to write wish granting policies for the entire Foundation.  I also planned hundreds of wishes while working as the Program Manager for my local chapter.

 

Hidden Talent:

I was in both acapella and concert choirs throughout high school and sang in a choral ensemble at Syracuse University.

 

Education:

Syracuse University, 1995

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 63

Uniform Securities State Agent

Held with LPL Financial

Insurance Registration States

NY

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