Advisor

Margaret Holliday

Sophisticated Plans to Streamline the Everyday

Learning each client’s story and what success means for their family is my passion. My career is centered on giving timely guidance, caring for clients in a nurturing way and strategizing how to best preserve and grow their wealth for generations.

What inspired you to join Bernstein?

Bernstein is a firm that invests in its people and trains Advisors to be the best in the industry. Initially, I was drawn to Bernstein’s integrity and outstanding reputation for research. Being a part of the firm for almost 10 years now, Bernstein’s culture and integrated structure stand out to me. By having a singular focus on research and investment management, Bernstein is completely aligned with its clients’ interests. I am proud to work for a firm that is a true fiduciary and always puts the client first.

What passions do you pursue outside of work?

My husband Will and I have two young sons, Henry and James, who keep us on our toes! Watching our children grow and participating in their activities is our mutual passion. My children have taught me what it means to have the greatest love and patience. As a family, we enjoy swimming, T-Ball, soccer, bike rides and playing with our labradoodle Brees (named after Drew Brees). As you might guess, another passion of mine is the New Orleans Saints!

Tell me about the types of clients you work with.

I work with a wide range of high-net-worth individuals and families who have built their wealth in various ways. Often our clients are entrepreneurs or C-suite executives who have significant ownership in a private company or public stock. My team and I advise clients on all aspects of their wealth, from sophisticated estate and charitable planning strategies to simplifying their day-to-day financial lives. I also enjoy working with our clients’ children and grandchildren. I advise the next generation on their own finances and offer guidance along the way as they become successful, informed inheritors in the future.

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