Rhonda brings 37 years of industry experience to her job as a Wealth Management Associate to the partners at Plaza Advisory Group. She is fully licensed and completely dedicated to taking care of the needs of her advisors’ clients, which means she has the time and the aptitude to deliver excellent solutions to their financial concerns. Rhonda’s superb organization and attention to detail provide an unparalleled experience to the clients of Judy Rubin and Wistar Holt, Jr.
She holds her Series 7 and 63 securities licenses and uses both her qualifications and past experience to assist the advisors and their clients with their investment plans. When not in the office, Rhonda enjoys spending time with her family, being outdoors (especially on the beach) and traveling.