Holly Manton, CFP®

VP, Product Management

Holly Manton joined Avantax, then HD Vest, in 2004, was appointed to the corporate strategy team in 2020, and became chief of staff in 2021. She took the product management lead in May 2022 and is responsible for driving the technology product vision, proactive technology consulting, technology design, and implementing client-focused, innovative technology experiences. 

Her previous roles at Avantax include working on the Financial Planning Support team, where she helped Financial Professionals build their business through practice management, case analysis and design and strategic business planning. She used those skills to help top firms as a Premium Wealth Management Consultant and, later, a Senior Relationship Manager.

Holly earned a bachelor’s degree in economics at the University of North Texas, and an MBA from Western Governor’s University. She also completed the McKinsey Academy Business Consulting Program. She holds Series 7 and 63 licenses, is a general and variable life insurance agent, and is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant®, a Certified Life Underwriter, a Certified Fund Specialist®, a Certified Annuity Specialist™, a Certified Income Specialist®, and a National Social Security Advisor®.