Email: hbowen@focusedwealthmgmt.com

Holly serves as the Office Manager at Focused Wealth Management.  She delivers outstanding service to our clients by providing direct support both at our office and via phone and email.  Holly assists clients with account transactions and maintenance, coordinates all office scheduling, and provides direction for all firm inquiries.

Holly attended SUNY New Paltz and holds a Certificate in Human Resources from Cornell University.  She has over 25 years of experience in client relations and prior to joining the team, she spent over a decade at a Manhattan financial company developing strong business relationships and providing recruiting and training for new employees.  In her free time, she enjoys travelling, hiking, and spending time with her family as well as volunteering for the Hudson Valley food pantry.