Meet The Team
The team behind The Holland Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Steve and Elizabeth Holland Co-Founders
Steve and Elizabeth Holland are the husband and wife team who established The Holland Group in 1993. Steve has been helping investors in the Tampa Bay area for over 25 years. Elizabeth is the firm’s president and oversees The Holland Group’s financial and tax practice.
Steve and Elizabeth have been working together since 1984, when the couple met in New York City. Elizabeth has a diverse background in the financial and insurance industry. She started her career in 1980 at the regulation and compliance department of Equitable Life Insurance Company. She has also worked with actuaries and with advisors around the country to help effectively train their staff. Elizabeth has worked directly with regulators, dealing with many complex issues and initiatives. Today, Elizabeth oversees The Holland Group’s income tax practice and uses her extensive background to work with the financial companies with whom our clients are invested.
Steve has hosted more than 1,500 financial workshops explaining the importance of minimizing portfolio risk through diversification, tax minimization and estate planning. He is the author of the book “Fairy Tales, Fables and Facts About Investing ... And How to Know What’s What!” He has been featured in Newsweek, The Wall Street Journal, CNBC, Yahoo Finance, MSN Money, MarketWatch, Newsday, Reuters and many other publications*. On the radio, he hosts “The Steve Holland Financial Hour” on WFLA AM 970 Tampa Bay’s News Radio, as well as WDAE AM 620, Tampa Bay’s Sports Radio*. He has hosted the investment show “The Wealth Coach” on WHNZ and has also been heard in the Tampa Bay area on “The Dove” WDUV, WDAE and WGUL. On TV, Steve has served as an investment consultant for WFLA News Channel 8 and has been featured on News Channel 28 and WTOG’s CW44. On America’s PremierExperts, Steve has been featured on NBC, CBS, ABC and FOX network affiliates around the country. Steve and Elizabeth’s TV show offering retirement advice and guidance airs weekly on ABC, CBS and NBC.
Roy Claggett Financial Advisor
Roy is from the Tampa area and has been practicing retirement planning for over nine years. He has extensive background in the financial and insurance industry as well exceptional knowledge of the Florida Retirement System (FRS). Roy graduated from the University of Florida with a degree in finance and statistics. Family is very important to Roy; he likes to spend much of his free time golfing or fishing with his father. He also is an avid sports fan and likes to play basketball on the weekends. Roy spends numerous hours volunteering for Special Olympics and other charitable organizations.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.