Ed Holt, Financial Advisor

Our team is committed to serving each of our clients with a holistic approach. Our philosophy combines comprehensive financial guidance and a deep personal relationship that informs a custom-built strategy unique to you and your goals. We strive to understand your life situation, where you are and where you want to go next, and we take a genuine interest in helping you succeed.
 

As we work together,  our conversations will focus on discovery. I'll ask thoughtful questions to better understand your full financial picture—whether that's retirement, estate strategies , education savings, and everything in between—while continuously looking for new ways to add value to our relationship.
 

Not only do I bring 30-plus years of experience as an Edward Jones financial advisor, I'm also a partner with the firm. In that role, I've mentored hundreds of financial advisors, sharing best practices to better serve our clients.
 

Regardless of your stage in life, I'd welcome the opportunity to learn more about you and share how my team can help you achieve your financial goals.