financial planner  M. Chad Holland

M. Chad Holland CFA, CFP®


Chad has been serving High Net Worth individuals and families since 1997, most recently at Fifth Third Private Bank, where he helped grow the office from approximately $50 million in assets to over $500 million in seven and a half years. Chad’s primary role at Holland Capital is to act as a Relationship Manager and Financial Planner, while managing the highly-specialized team he creates for each client. An avid golfer, Chad resides in Waxhaw, NC with his wife Debbie, daughter Brooke, and three four-legged children, Ginger, Gunner, and Smokie.

Post-Secondary Educational Background:

University of North Carolina at Greensboro, BS Business Administration Bryan School of Business and Economics: 1997

Wake Forest University, MBA, Babcock Graduate School of Management: 2007

Business Background:

Holland Capital Management Managing Director, 07/2019 to Present;

Fifth Third Private Bank, Senior Vice President, Wealth Management Advisor, 07/2011 to 02/2019

Merrill Lynch Bank of America, Senior Financial Advisor, 8/2009 to 7/2011

Evergreen Investments, Vice President, Portfolio Manager, 6/2006 to 8/2009

Wachovia Securities, Associate Vice President, Investment Services, 5/1997-6/2006