Holly Simeone, CES™
Your Full-Service Retirement Readiness Partners
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Berkshire Money Management
Holly Simeone, CES™
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Advisor
Great Barrington, MA
Serving Clients Nationwide
Your Full-Service Retirement Readiness Partners
Areas of Focus
- Education Funding
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Me
“Retire from your job, not from living your life” is Holly Simeone’s approach to retirement planning.Crafting individualized financial strategies, Holly partners with clients who are nearing retirement or recently retired to help them secure their financial future. She specializes in estate planning and takes pride in helping blended families navigate tough decisions about how to structure their estates, something that may otherwise cause families a lot of anxiety.
Holly’s story begins with a job in the trust sector of banking and investments, where her everyday interactions with local customers revealed the lack of resources and financial education in our community. This revelation set her on the path to becoming a financial advisor.
Holly's very first act as a licensed financial advisor at BMM was to launch an educational community outreach program for anyone who wants financial help, regardless of age or income: Open Office Hours. Holly also supports community education as a member of the Thursday Morning Club of Great Barrington and continues her own education and professional development as a member of the Berkshire County Estate Planning Council.
Originally from the Worcester area, Holly 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 black lab, Milo, and her husband, Adam. They also enjoy golfing and eating at the many amazing restaurants here in the Berkshires.
Professional Designations
- Certified Estate and Trust Specialist (CES)
Primary Location
72 Stockbridge Road, Great Barrington, MA
Additional Locations
📍 161 Main Street, Dalton, MA 01226
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a 15 minute "get to know us" call. During this brief call, I will listen as you share your financial goals and challenges. You can ask me any questions you’d like. It’s a no-obligation opportunity for us both to decide whether our team will be a good financial partner for you. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
When people first come to us at Berkshire Money Management, they’re often retiring, selling a business, receiving an inheritance… some new event has set their money in motion. And they want it handled right.They’re looking for a trustworthy, proactive financial advisor who:
✔️ Can help you know if you’ll be financially secure long-term
✔️ Can help you identify your best options to plan a comfortable retirement
✔️ Can create and carry out your plan for you, from start to finish
If this sounds like what you’re looking for, we invite you to click the 'Book Intro Call' button above to schedule a call with us. We’re friendly and easy to talk to.
WHO BENEFITS THE MOST FROM WORKING WITH US?
✔️ Nearing Retirement: You’re within 7 years of retiring. You’ve made good decisions over your life, but want help to make sure you don’t run out of money.
✔️ Selling a Business: You’re within 3 years of selling your business and want an experienced professional in your corner who can help you maximize your business’s value and reduce taxes on its sale.
✔️ Have a Sizeable Estate: It’s important to you that you avoid paying excessive taxes, keep more of what you have now and protect your assets for your children. You want to make sure your estate plan is handled right.
We help you grow — and defend — your assets so that you can have a long, comfortable retirement.
DISCLOSURES
Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen, or experience. | Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. | Industry registrations, designations, recognitions or awards should not be construed as an endorsement or a recommendation to retain the Adviser by the granting entity or any regulatory authority. A detailed description of listed professional designations is available upon request on in our firm’s Form ADV Part 2B. | Form additional important information please review Advisers Form ADV Part 2 and Form CRS disclosures. | Adviser is not affiliated with Wealthtender or any of its affiliates. Usage by Adviser of the Wealthtender platform should not be construed as an endorsement of Adviser or recommendation by Wealthtender to retain the Adviser. | Client or third-party reviews aggregated and displayed by Wealthtender may originate within or outside the Wealthtender platform.
Education
MS, Finance, New England Institute of Business at Cambridge College | BS, Business Administration and Management, Fitchburg State University
Hobbies and Interests
- Eating Out
- Family
- Golf
- Hiking
- Reading
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 10, 2024
I have had the pleasure of working with Holly for several Years at BMM.
She is knowledgeable, proficient and always does her very best to support me.
Holly always goes the extra mile to assist with updates, and any question I may have for her.
Having a compassionate and kind representative has made all the difference for me!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 27, 2024
I have been on board for a few years & the results have been fantastic… The whole team is very helpful & supportive… Highly recommend Berkshire Money Management... Should have signed up years ago...
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 26, 2024
I have been with BMM, for just over two years, and I am extremely happy that I made the switch. Holly Simione, has always returned calls or emails quickly. Holly has answered and explained things that I didn’t understand, even if it took me a couple tries to understand, with patience.
When my dad passed, I received a beautiful bouquet of flowers, from BMM. This to me was so thoughtful, and made me realize, I am not just an account.
When I had invested my money with other investment firms previously, I never received a call to check in and see if I wanted to have an appointment to review my account.
I know that I made the right choice transferring my investments to BMM.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 18, 2024
I have been involved with Berkshire Money Management for just over a year. My experience has been excellent. The management of my finances has been profitable but the relationships and trust that I have established give me comfort in knowing that it is not just my finances being managed but also my families well being. They are local people who care about their neighbors.
Peter Coughlin and Holly Simeone have been very attentive and helpful with any and all questions and concerns I have had.
I look forward to continuing my successful relationship with the entire crew at BMM.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 19, 2023
Jared Reinstein from BMM manages my portfolio, and he does it well. He is very knowledgeable, and I can call him with questions at any time. I know and believe he has my best interests in mind. I am definitely treated like a person and not just an account at BMM.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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