Tom Holtz, Financial Advisor located in Chapel Hill, NC

Financial Advisor
Tom Holtz

CFP®
1516 E Franklin St Suite 202, Chapel Hill, NC 27514opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

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

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(919) 903-8020

Fax

(888) 878-4292

Office Address

1516 E Franklin St Suite 202
Chapel Hill, NC 27514opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.