GREAT BARRINGTON, Mass. — Berkshire Money Management has announced Holly Simeone, CES™, who joined the boutique advisory firm as a Client Care Specialist in 2021, has been.
Simeone is a client care specialist and will be at the helm of the BMM satellite office at 322 Main Street in Great Barrington, which is slated to open this summer. Our clients wanted us to be closer to South County, said founder and CEO Allen Harris. To do that, we needed an all-star. We needed someone like Holly who can do it all. Prior to joining BMM, Simeone, who has more than a decade of customer experience, was a dual employee for Lee Bank and October Mountain Financial Advisors, where she attended to client services, managing trust and estates, and private banking for wealth management clients. She has her Certified Estate and Trust Specialist designation from the Institute of Business and Finance, her Bachelor s in Business Administration from Fitchburg State University, and her Master s in Finance from the New England Institute of Business at Cambridge College.