BRIAN HOLT

Position as a financial advisor with an investment advisory company. Focused Financial Advisor with background in providing personalized investment strategies, risk management advice, and comprehensive financial planning services. Strengths include strong analytical skills, exceptional client relationship management and ability to simplify complex financial concepts. Proven success in optimizing client portfolios for long-term growth, and developing strategic financial plans that align with individual client goals.

Seasoned personal financial advisor with solid experience in developing personalized financial plans, investment strategies, and wealth management solutions. Skilled in client needs assessment, financial analysis, and portfolio management to optimize asset growth and minimize risk. Demonstrated ability to foster trusting relationships with clients, leading to sustained engagement and achievement of individual financial goals. Committed to continuous learning and staying abreast of market trends to provide informed advice.

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• Fellowship Baptist Church member
• Spending time with family
• Pickle ball

Delta Chi Fraternity, Treasurer, 1998 - 2000, Regional Representative for Chapter, 1998 - 2000, Financial Advisor, 1998 - 2000, Housing Committee Chairman, 1998 - 2000, Member of the Alumni Board of Trustees, 1998 - 2000

• SIE
• Series 6
• Series 7
• Series 7TO
• Series 63
• Series 65
• Series 66

• CRM software - SalesForce & RedTail
• Financial Planning - MoneyGuide Pro
• Video software - Zoom & Microsoft Teams
• Microsoft Office - word, excel, outlook, powerpoint

• HOPE Scholarship for four years
• Farmers & Merchants Scholarship
• Adel Trading Company Scholarship