About Us

Building lifelong relationships rooted in performance and trust. At The Holland Group Retirement Wealth Advisors, our sole focus is YOU.

Our mission is to help our clients make the best decisions for their investments, income tax and estate planning needs. In today's world of “information overload,” we feel it's absolutely critical to educate our clients.

Clients of The Holland Group learn the factors that drive poor investment choices including speculating, gambling, market timing and track record investing. Most significantly, our clients begin to understand that the biggest enemy they face may be themselves. They realize that emotional investing is usually a losing strategy. We show our clients how to avoid being swayed by poor investment information shared by the media, and rather, how to stay focused on their individual financial objectives.

At The Holland Group, the foundation of our practice is built upon the firm belief that educated investors make sound decisions for their financial future.

Steve Holland

Steve Holland is THE trusted Retirement Advisor for 970 WFLA.  He is the founder of The Holland Group Retirement Wealth Advisors, a financial firm specializing in protecting and growing wealth for serious investors.  Steve has been in the financial services industry in Tampa Bay for over 24 years.  He has been a popular guest speaker at well over 1,000 financial workshops, helping to educate investors and teach other financial advisors the importance of identifying portfolio risk through diversification, tax minimization and comprehensive estate planning.  Steve and The Holland Group have been featured in Newsweek Magazine, The Wall Street Journal, CNBC, Yahoo Finance, MSN Money, Market Watch, Newsday, Reuters and many, other publications.

On television, Steve has served as an investment consultant for WFLA News Channel 8 and has been featured on News Channel 28, and WTOG’s CW44.  On America’s PremierExperts, Steve has been featured on NBC, CBS, ABC, and the FOX network affiliates around the country.  On the radio, he is Tampa Bay’s trusted advisor on the nationally-syndicated radio show "The Financial Safari." He has hosted the investment show “The Wealth Coach” on WHNZ and has also been heard in the Bay area on “The Dove” - WDUV, WHNZ, WWBA News Talk Florida, WDAE, and WGUL.  The Holland Group, Retirement Wealth Advisors serves their clients and families with office locations in Tampa and Clearwater.

To schedule a time to discuss your financial future, contact Steve and his associates at info@thehollandgrp.com or call us at (800) 724-6744 or (727) 724-3334 today!


Elizabeth Holland

President

President of the company, Elizabeth Holland has been a partner with Steve for over 25 years.  She has a very diverse background in the financial and insurance industry, beginning in 1980 in the Regulation and Compliance Department at the home office of the Equitable Life Insurance Company in New York City.  She has also worked with actuaries on the fiduciary side and with advisors around the country to help effectively train their staff.  Elizabeth has worked directly with the National Association of Securities Dealers (NASD, known today as FINRA) and the Security Exchange Commission (SEC). Currently, Elizabeth oversees the Holland Group’s income tax practice and works directly with the financial companies with whom our clients are invested.  She has utilized her extensive regulatory and compliance background, to form the inception of our independent practice - The Holland Group, Retirement Wealth Advisors.

 

Rachel Landon

Management

Rachel’s role at The Holland Group is to make sure your visit is exceptional. She has been a part of The Holland Group family since 2010, leading all employees and assisting them in their daily tasks. She also supports our advisors in portfolio design, development, and research. Rachel coordinates all client events and banquets. She dedicates immense detail so each event is enjoyed by our guests.  In her spare time Rachel enjoys traveling, kayaking and golfing with her husband Eric. Together they have two beautiful daughters, Amiyah and Dahlia. Rachel treasures the quality time she spends with her family.

Roy Claggett

Financial Advisor

Roy is from the Tampa area, and has been practicing retirement planning for 6 years.  Roy has extensive background in the financial and insurance industry as well exceptional knowledge of the Florida Retirement System (FRS). Roy graduated from the University of Florida with a degree in finance and statistics and has many strong ties to the State of Florida.  Family is very important to Roy, he likes to spend much of his free time golfing or fishing with his Father.  He also is an avid sports fan and likes to play basketball on the weekends.  Roy also spends numerous hours volunteering for The Special Olympics and other various charitable organizations.


Laura Passarella

Client Service

Laura’s main focus at The Holland Group is our client’s needs. She has been the go to person in aiding our clients since 2006. Laura is responsible for assisting our clients with tasks such as RMDs, portfolio updates, address changes and so much more. In addition, she also is responsible for seminar and workshop scheduling.  Laura has a gifted ability to serve a utility role in the firm, managing multiple responsibilities at all times and diligently fulfilling various projects each week with great efficiency. She also serves as Steve’s personal assistant. Away from the office you can find Laura enjoying the Florida sun, rooting for her Yankees, and cheering for her beloved Dallas Cowboys with her two sons and husband.



William (Bill) Lovelace

Attorney

Bill has worked with The Holland Group since 1994.  He not only serves as the firm’s client attorney but also serves as Steve and Elizabeth’s personal attorney.  His credentials include a BBA in accounting, a J.D. in law and an LL.M (Master of Laws) in taxation.  His areas of expertise include elder law, Medicaid planning, wills, trusts, durable power of attorney, living wills, probate administration, trust administration, asset protection, limited liability companies, charitable foundations, charitable trusts and life insurance trusts.  Bill works with everything from simple wills to very advanced estate planning strategies for clients. 

Karen Daily

Realtor

Here at The Holland Group, we cannot say enough about Karen and her exceptional work ethic.  In March of 2009, Steve and Elizabeth Holland sold their home.  In the middle of this depressed real estate market, they looked at more than 50 homes with Karen. She was extremely dedicated in helping them find the home of their dreams - not just a house that would satisfy their needs. Steve has worked with many real estate professionals over the years, but none of them would be recommended on his company's website except Karen Daily.

Vito Nigrelli

Income Tax Research

Vito joined The Holland Group in 1998, helping the company with valued research and support services throughout tax season.  At the Holland Group, the winter months are very busy.  Over 40% of our clients are “snow birds,” and they arrive each year in the heart of tax season.  Vito is a fantastic assistant with our income tax practice and helps to keep our tax preparation and advisory business running strong throughout the year.  In addition to his affiliation at the Holland Group, Vito is also a Professor of Business Marketing at St. Petersburg College.  He and his wife, Vera, reside here in Clearwater.