About Randy S. Holmeen
Having dedicated himself to serving as the primary “doctor of financial health” for families and corporate executives for over two decades, Randy S. Holmeen is very passionate about helping those he educates achieve financial happiness and, ultimately, meaning and purpose to their lives. He achieves this through a very hands on, tailored and consultative approach, with a focus on simplifying the complex, hand-holding during times of distress, and consistently teaching regarding the pros and cons of the multitude of changing investment, tax and financial planning decisions we all face every day.
Looking back, Randy recognizes that his senior thesis on behavioral finance at Drew University, where he majored in economics and minored in business management, played a pivotal role in the way he approaches his work today. Randy has integrated his knowledge of how we are wired as humans into a cornerstone of The BHR Group's model. “Social and emotional factors are key to financial decision-making. I’m a firm believer that the better we understand how our emotions impact our decision making, the smarter we can be as investors,” he says.
To that end, The BHR Group strives to simplify the complex so that knowledgeable decisions can be made with each investor’s financial well-being as the focus. Armed with an MBA from the University of Connecticut, Randy developed a vision for running his own practice. Launched in 2007, The BHR Group at Morgan Stanley* has two major areas of focus: current and former corporate executives, 10b5-1 planning, and corporate stock plan services. Outside of work, Randy enjoys family time, triathlons, soccer, golf and travel. He is very active in the local community: Randy serves as the Director for the Geno Auriemma’s Golf Fore the Kids, in support of Connecticut Children’s Medical Center. Originally from South Windsor, Connecticut, Randy resides in West Hartford with his wife, Nicole, and two children, Caden and Ivy.
Securities Agent: KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, AK, KY, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 135537