Building lifelong relationships rooted in performance and trust.
At The Holland Group Retirement Wealth Advisors, our sole focus is YOU.
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 email@example.com or call us at (800) 724-6744 or (727) 724-3334 today!
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 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’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.
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.