Sam Holt, Financial Advisor located in Morristown, TN

Financial Advisor
Sam Holt

CFP®, ChFC®, AAMS®
5783 West Andrew Johnson Hwy, Suite C, Morristown, TN 37814opens in a new window
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Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Archery
  • Outdoor Enthusiast
  • Active Lifestyle
  • Fishing

Team Members

  • Danielle Kinder
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(423) 581-6276

Fax

(877) 314-3963

Office Address

5783 West Andrew Johnson Hwy
Suite C
Morristown, TN 37814opens in a new window

Mailing address

Po Box 99
Talbott, TN 37877

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