Senior Vice President & Relationship Manager, Retirement Plan Solutions
Holly Ferguson joined Trust Company Oklahoma in 2023 and is a senior vice president in our retirement plan solutions division.
In addition to bringing extensive expertise in retirement plan design, consulting, and corrections, she is a trusted business advisor to clients of all sizes, providing guidance and expertise in executive benefits and compensation planning.
With a deep understanding of financial and business principles, Holly develops retirement plan strategies that seek to meet the objectives of her clients while ensuring compliance with complex regulations and requirements, including the Employee Retirement Income Security Act (ERISA).
She has been a member of the American Society of Pension Professions and Actuaries (ASPPA) since 2010.
MBA
BA, Economics
Enrolled Retirement Plan Agent (ERPA)
Qualified Pension Administrator (QPA)
Qualified 401(k) Administrator™ (QKA)
Beyond her professional achievements, Holly is an active member of her community. She currently serves on the Parent Leadership Council at Northeastern University and previously served as president, treasurer, and membership director of organizations in North Carolina.
Since 1981, we’ve helped individuals, families, and organizations preserve their wealth, navigate uncertainty, and build lasting financial legacies — all with one guiding mission: to give you financial peace of mind.
Our advisors aren’t just credentialed professionals; they’re your neighbors, mentors, and advocates. From volunteering locally to guiding client legacies, we believe trust is built through service both inside and outside the office.
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