Listening to clients, understanding short-term and long-term financial goals and creating personalized strategies to help families and businesses create and protect their wealth is my passion.
I have been blessed to work as a financial advisor with Edward Jones since 2009. Together with my two Sr Branch Office Administrators, Kristy Berry and Tami Alred, we partner with our clients throughout their lives to help them stay on track and are committed to providing the highest level of service. Please do not hesitate to call us with questions concerning your statement, account updates or new client inquires. As a team, we believe it is important to invest our time to understand what you are working toward before you invest your money.
We collaborate with clients in a way that is approachable and open for people to ask questions and learn and will explain the investment world in terms you can understand. We also partner with clients' CPA and attorney to further help enhance tax and estate strategies.
I am originally from Preston, ID. I received my bachelor's degree from Brigham Young University and furthered my education at Ohio University, where I earned two master's degrees. My travels have taken me to Asia, Europe and South America, where I lived in Paraguay for two years and learned to speak Spanish fluently.
I have been active in my local community, participating as a past board member for the First Tee of Yakima, coaching AAU and YMCA youth teams and holding leadership positions within my church.
Since joining Edward Jones, I have volunteered as a mentor, field trainer, new financial advisor training leader, recruiting leader and performance leader. As a result of our success and high client satisfaction, I qualified in 2019 and 2020 for the Edward Jones FA Leaders Conferences recognizing the top 800 financial advisors and in 2021, qualified for the Edward Jones Managing Partners Conference which recognizes the top 400 financial advisors.
If you are looking for a financial advisor, we invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships. Call or email us today to schedule your appointment.
- Business Retirement Plans
- Charitable Giving
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Wealth Strategies
- Retirement Income Strategies
My Personal Interests
- Active Lifestyle
- Coaching Sports
- Mountain Biking
- Spending Time with Family
Phone NumberScott D Holt at (509) 965-1100
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