BRIAN HOLT
Adel,GA
Summary
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.
Overview
25
25
years of professional experience
Work History
Financial Advisor
AMERIPRISE FINANCIAL
Valdosta, Georgia
12.2022 - 01.2025
Financial Advisor
WELLS FARGO ADVISORS
Valdosta, Georgia
10.2018 - 12.2022
Financial Advisor
GWN SECURITIES
Adel, Georgia
06.2017 - 09.2018
Financial Advisor
SUNTRUST INVESTMENT SERVICES, INC.
Atlanta, Georgia
11.2005 - 01.2007
Assistant Financial Advisor
MERRILL LYNCH PRIVATE WEALTH ADVISORY
Atlanta, Georgia
03.2000 - 11.2005
Education
Bachelor of Business Administration - Finance
Valdosta State University
Valdosta, Georgia12.1999
CFP Certification Curriculum
The American College
Skills
- Empathetic client support
- Relationship building and management
- Delivers exceptional customer service
- Financial risk assessment
- Investment portfolio management
- Developing financial plans
- Problem-solving abilities
- Customer education
- Service upselling
- Wealth management
- Inflation protection strategies
- Retirement income planning
- Educational planning
- Tax planning strategies
- Estate and gift tax planning
Crd
4222442
Hobbies and Interests
- Fellowship Baptist Church member
- Spending time with family
- Pickle ball
Activities
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
Licenses
- SIE
- Series 6
- Series 7
- Series 7TO
- Series 63
- Series 65
- Series 66
Affiliations
- CRM software - SalesForce & RedTail
- Financial Planning - MoneyGuide Pro
- Video software - Zoom & Microsoft Teams
- Microsoft Office - word, excel, outlook, powerpoint
Awards
- HOPE Scholarship for four years
- Farmers & Merchants Scholarship
- Adel Trading Company Scholarship
Timeline
Financial Advisor
AMERIPRISE FINANCIAL
12.2022 - 01.2025
Financial Advisor
WELLS FARGO ADVISORS
10.2018 - 12.2022
Financial Advisor
GWN SECURITIES
06.2017 - 09.2018
Financial Advisor
SUNTRUST INVESTMENT SERVICES, INC.
11.2005 - 01.2007
Assistant Financial Advisor
MERRILL LYNCH PRIVATE WEALTH ADVISORY
03.2000 - 11.2005
Bachelor of Business Administration - Finance
Valdosta State University
CFP Certification Curriculum
The American College
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