Holos Integrated Wealth warmly welcomes Myrna Loomis as our Client Services Manager. With over 15 years of experience, including managing a large team of Financial Advisors at Smith Barney, Myrna has a strong understanding of the financial business. Myrna is responsible for managing the operations of our firm, including processing disbursements and building strong relationships with our team members and clients. She has been recognized for her time management skills and her unique way of identifying collaborative and creative solutions.
Myrna was born and raised in New Orleans, Louisiana. She studied Business at Spring Hill College in Alabama. When she is not working with the Holos family, you’ll likely find her running and especially maintaining a healthy life balance with her children, lots of family, and friends.