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At Holloway Wealth Management, we use a collaborative approach to help our clients. We believe that sound financial advice and long term strategies will help you achieve your goals more quickly than short term risky investments. We serve our clients best by providing “slow and steady” advice over the years.

Sam N. Holloway, Jr.

Sam N. Holloway

Sam Holloway has been in the financial business for over 25 years and incorporated Holloway Wealth in 2005. Prior to launching Holloway Wealth Management, Sam held positions with Northwestern Mutual Life, First Union National Bank (now Wells Fargo), and Holloway Financial Services.

He is a graduate of the University of Alabama with a Bachelor of Science in Commerce and Business administration. Sam holds his Series 65 securities license as well as his Life and Health License with the State of Florida.

Carrie Holloway, CFP®

Carrie Holloway

Carrie has over 20 years of experience in the financial services industry. She joined Holloway Wealth Management after spending several years with Wells Fargo National Bank.

Carrie graduated from Washington and Lee University and is also a Certified Financial Planner®. She holds her series 65,24 and 26 securities licenses.

Jonathan Visscher

Jonathan Visscher

Jon has over 25 years of experience in investment and financial planning. Prior to joining Holloway Wealth Management, Jon had experience with Thrivent Financial and Falcon Financial Planning.

Jon graduated from the University of Florida with a degree in Economics and History. He holds his series 65 Securities license as well as a license in Life, Health and Disability Insurance.

Jessica Marshall

Jessica Marshall

Jessica joined Holloway Wealth Management in September 2016. Before relocating to Gainesville, she started her career with a non-profit, child welfare agency.

Jessica graduated Summa Cum Laude from the University of North Florida with a Bachelor of Arts in Psychology and a Bachelor of Arts in Sociology. She holds her series 65 securities license.

Marjorie Shearer

Marjorie Shearer

Marjorie joined Holloway Wealth Management in October 2018. Before relocating back to Gainesville this past year, Marjorie spent three years at North Star Resource Group, a financial services firm in Iowa City, IA.

In addition to her financial experience, Marjorie has an educational background in the performing arts. She earned her bachelor’s and master’s degrees in clarinet performance from the University of Florida and Northern Illinois University, respectively.