Holly Turner, 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 clients’ 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 course of study encompassing the design, installation, maintenance, and administration of retirement plans. She has also earned the Accredited Investment Fiduciary® professional designation awarded by 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 and building the relationship with our clients. Communication and trust are vital in our industry. I want our clients to feel supported in building an effective retirement plan.”

My Philosophy On Client Service

“It’s important to get to know each client since every client has unique needs. I want to learn about their business, company culture and what their goals are for their retirement plan whether that is increasing participation or educating employees.”

Location
Maryland 
Contact
Education Awards Recognition
B.S. from Towson University
Chartered Retirement Plans Specialist℠
Accredited Investment Fiduciary®
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."

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 and our advisors did not pay to be considered for this award; however, Greenspring Advisors does have a paid membership with the National Association of Plan Advisors. 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.