Steve Holt, Financial Advisor located in Franklin, TN

Financial Advisor
Steve Holt

MBA, CEPA®, AAMS®
6041 Rural Plains Circle, Suite 105, Franklin, TN 37064opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

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

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Skiing
  • Technology
  • Spending Time with Family
  • Reading

Team Members

  • Christine Kon
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(615) 656-4367

Fax

(844) 848-3274

Office Address

6041 Rural Plains Circle
Suite 105
Franklin, TN 37064opens in a new window

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