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Wealth Advisor

Grace Holloway, CFP®

Grace is based in our Nashville office.

Grace Holloway, CFP®

Wealth Advisor

CFP®

Investment Adviser Representative


Grace works with families in and approaching retirement, with a particular focus on widows and widowers navigating decisions they did not expect to make alone.

Before Evenhold she spent eight years in private banking. She brings a banker’s attention to cash flow and a planner’s patience with the bigger questions.

Grace is a CFP® professional and serves on the finance committee of her church.


Request an introduction

Your first conversation is an easy one.

Tell us a little about what is on your mind. A member of our team will call within one business day to arrange an unhurried first meeting, in person or by video. There is no cost and no obligation.

Call us to schedule
(704) 555-0142

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