Holly Turner, QKA®, CRPS™, AIF®

Senior Relationship Manager

Experience & Expertise

Holly is a Senior Relationship Manager in the firm’s Institutional Client Group. She supports our institutional clients through plan conversions, fee benchmarking, creating and maintaining each client’s fiduciary dashboard, preparing plan reviews and quarterly reporting, and assisting with meeting minutes and follow-up items. She earned the Chartered Retirement Plans Specialist™ designation by completing a comprehensive course of study focused on the design, installation, maintenance, and administration of retirement plans. Holly is a Qualified 401(k) Administrator (QKA®) and has earned the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies. Prior to joining the firm, Holly worked as a retirement plan consultant at Bolton.

Get Better Acquainted With Holly

Favorite Thing About Working With Clients

“I enjoy getting to know our clients and building relationships. Communication and trust are vital in our industry. I want our clients to feel supported in developing an effective retirement plan.”

My Philosophy On Client Service

“It’s essential to understand each client, as they all have unique needs. I want to learn about their business, company culture, and their goals for their retirement plan, whether that involves increasing participation or educating employees.”

Location
Maryland 
Contact
Education Awards Recognition
B.S. from Towson University
Chartered Retirement Plans Specialist℠
Accredited Investment Fiduciary®
Qualified 401(k) Administrator®
MVP Honoree for NAPA 2024 Top Women of Excellence

Please see below for award disclaimers.
Hometown
Cockeysville, MD
Alma Mater
Towson University
Favorite Philanthropy
American Heart Association
Chesapeake Bay Foundation
Interests
Triathlon
Open water swimming
Yoga
Favorite Greenspring Value
Master Your Craft
What I Love About Greenspring

"I love the company culture and how devoted every employee is to mastering their craft and providing excellent client service. I know I can count on my team to work together to get projects complete while coming up with creative solutions for our clients."

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Holly Turner was named an MVP Honoree in The National Association of Plan Advisors (NAPA)’s 2024 Top Women of Excellence award on 10/25/24. This was awarded by NAPA based on the time period of the year prior. Greenspring Advisors compensated NAPA through a paid membership, however Greenspring Advisors did not pay to participate in the award nomination. Greenspring Advisors has a reasonable basis for believing that any questionnaire or survey used in the preparation of this third-party rating is structured to make it equally easy for a participant to provide favorable and unfavorable responses and is not designed or prepared to produce any predetermined result. Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results.