Holly M. Baroway
Licenses and Certifications
- Master of International Management, Daniels College of Business – University of Denver
- Bachelor of Arts, Political Science, Capital University
- Series 7, General Securities Representative
- Series 66, Investment Advisor Representative
- Life, Health, and Variable Insurance (including long-term care, disability, and annuities)
- CERTIFIED FINANCIAL PLANNER™ Certification
Holly began in the investment services industry in 2001 and joined Stifel in 2009. Prior to becoming a financial advisor, she was a professional ballet dancer from 1982 to 1998 with various national ballet companies. Having made such a career change gives her a unique perspective when helping clients figure out their “next steps.”
Holly began investing at age 19. Setting a financial foundation at an early age allowed Holly to realize saving early enabled her to make significant life changes. Today, she helps her clients frame their financial situation, stay focused on what is most important, and walks with them as they work toward financial independence.
Holly earned the CERTIFIED FINANCIAL PLANNER™ certification in 2007 from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP®
Certification Examination. She earned a Master of International Management from Daniels College of Business – University of Denver and a Bachelor of Arts in Political Science from Capital University. In addition, she holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance (including long-term care, disability, and annuities).
Holly has been named to Forbes’
America’s Top Women Wealth Advisors list for the third straight year. She was also named to Forbes’
2021 Best-In-State list and is a member of the Stifel Chairman’s Council.1
Holly, her husband, Erik, and daughter, Maya, enjoy living in the Denver Highlands neighborhood. She enjoys traveling, cooking with her daughter, skiing, yoga, attending the ballet, and playing with her puppies, Cookie and Biscuit.Memberships
- Stifel’s Women’s Initiative Network – Task Force Committee
- Colorado Ballet – Executive Committee
- Investment Committee of St. Anne’s Episcopal School – Member, Past Chair
- Colorado Women’s Chamber of Commerce – Past Chair
- Colorado Ballet – Past Chair
1 Forbes’ America’s Top Women Wealth Advisors, February 4, 2022, March 24, 2021, and April 21, 2020, and Forbes’ Best-In-State Wealth Advisors, February 11, 2021. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of 34,500, 32,810, 32,000, and 32,725 nominations, respectively. Advisors are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors. Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record. SHOOK Research ranking algorithms are based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Forbes is a registered trademark of Forbes, Inc. All rights reserved.
The 2020 Chairman’s Council consists of 248 of Stifel’s top-producing financial advisors. Stifel currently employs approximately 2,300 financial advisors across the nation.