Berkshire Money Management Announces New Financial Advisor
GREAT BARRINGTON, Mass. — Berkshire Money Management has announced Holly Simeone, CES™, who joined the boutique advisory firm as a Client Care Specialist in 2021, has been promoted to the role of Financial Advisor after earning her Series 65 license.
Based out of the company’s downtown Great Barrington office, Simeone is passionate about sharing her financial knowledge with her community and looks forward to hosting a new weekly program – Open Office Hours – starting Thursday, Oct. 6.
Berkshire Money Management’s Open Office Hours program is an opportunity for the company to give back by offering the public free, walk-in meetings each week to help answer financial questions and provide professional guidance on topics including budgeting, saving for retirement, leaving a legacy for children and grandchildren, and getting the most from Social Security.
Advisors Holly Simeone, CES™ and Lauren Russo, CEPA, FPQP™, CVB, together with Paraplanner Angela Elzner, FPQP™, will host office hours every Thursday afternoon from 4 to 6 p.m., alternating between the firm’s Dalton headquarters and downtown Great Barrington office. The first dates are as follows:
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Thursday, Oct. 6, 4 to 6 p.m.
161 Main Street, Dalton -
Thursday, Oct. 13, 4 to 6 p.m.
322 Main Street, Great Barrington -
Thursday, Oct. 20, 4 to 6 p.m.
161 Main Street, Dalton -
Thursday, Oct. 27, 4 to 6 p.m.
322 Main Street, Great Barrington -
Thursday, Nov. 3, 4 to 6 p.m.
161 Main Street, Dalton -
Thursday, Nov. 10, 4 to 6 p.m.
322 Main Street, Great Barrington -
Thursday, Nov. 17, 4 to 6 p.m.
161 Main Street, Dalton
"Financial literacy is something I’ve always been passionate about and unfortunately, it’s not something I think is talked about enough," explained Financial Advisor Holly Simeone, organizer of Berkshire Money Management’s Open Office Hours. "There’s this assumption that you have to be wealthy to get professional financial advice, but I want to give everyone the opportunity to learn."
Simeone holds a Certified Estate and Trust Specialist designation from the Institute of Business and Finance, a bachelor’s degree in business administration from Fitchburg State University, and master’s in Finance from the New England Institute of Business at Cambridge College. She is an alumnus of the Berkshire Leadership Program and has experience teaching community-focused lessons in personal finance and budgeting as a volunteer for the Elizabeth Freeman Center’s Money School.
Prior to joining Berkshire Money Management, Holly was a dual employee for Lee Bank and Oct. Mountain Financial Advisors where, among other things, she handled trusts, estates, and private banking. She is currently studying for the Certified Financial Planner® exam to earn her CFP designation.
Originally from the Worcester area, Simeone enjoys exploring the Berkshires and learning more about the place she now calls home. In her free time, she enjoys reading, practicing yoga, and hiking with her four-year-old black lab, Milo, and her husband, Adam.
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