Holson Escalazy

Senior Vice President, Advisor

Boston, Massachusetts

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Holson Escalazy works directly with high-net-worth individuals and families on their investment and wealth management needs. He develops personalized strategies that integrate financial planning, investment management, and broader wealth planning considerations. His work includes helping clients define goals, implement solutions, and review progress over time.
Holson joined EP Wealth Advisors in February 2026 and brings nearly 15 years of financial services experience. His background includes advising private clients in senior roles at major wealth management firms, where he served individuals and families with complex planning needs. He is also an adjunct Professor of Finance at the University of Massachusetts Dartmouth, teaching both graduate and undergraduate students. Holson earned a B.S. in Finance and an MBA from the University of Massachusetts Dartmouth. He holds the SIE, Series 7, and Series 66 licenses.
Holson enjoys helping individuals and families work through their financial planning needs with clarity and purpose. He believes strong advice begins with understanding each client’s goals, then building practical strategies to support them. His approach emphasizes thoughtful guidance, personalized solutions, and ongoing partnership as clients’ lives evolve.
Outside of work, Holson partners with organizations including Junior Achievement and Year Up United. Through this involvement, he supports financial literacy, work readiness, entrepreneurship, and expanded opportunities for young people. He is passionate about helping students and young adults gain the skills and confidence to build strong futures.