Ms. Holmes joined First Republic Investment Management in 2012 and has over 17 years of experience working with high net worth individuals and families whose net worths range from $10 million to $1 billion, designing their financial, estate and charitable giving plans. Ms. Holmes frequently consults with clients regarding stock options, low basis concentrated stock positions, family businesses, gifting and other multi-generational wealth transfer strategies, income and estate tax planning, trusts, charitable giving, and asset allocation. Prior to joining First Republic, Ms. Holmes was a Director and Senior Private Planner at UBS Financial Services from 2006 to 2012, Wealth Planning Specialist at Wells Fargo from 2005 to 2006, Financial Planning Specialist at Merrill Lynch from 2000 to 2005, and a Financial Planner at Prudential Financial Planning from 1999 to 2000.
Ms. Holmes is a Certified Financial Planner™ certificant, and holds her Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter®(CLU®), and Chartered Retirement Planning Counselor℠ (CRPC®) designations, as well as a Bachelor of Fine Arts degree in Theatre with Honors from the University of California, Santa Barbara. She is a member of the Financial Planning Association and San Francisco Estate Planning Council.
Wealth Management Experience: 17 Years
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