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Tom Holtz
Financial Advisor | Wealth Strategies | Retirement Planning
Tom Holtz is a Financial Advisor at Edward Jones serving Chapel Hill, North Carolina.1 He specializes in wealth strategies and retirement planning, offering personal financial advice to help clients achieve their financial goals.12
Professional Background
Tom Holtz received his education from Texas Christian University.2 He currently works as a Financial Advisor at Edward Jones, where he focuses on providing individualized financial services to his clients.6 His dedication lies in helping individuals and businesses navigate the complex world of finance with ease and confidence.6
Services and Expertise
As a Financial Advisor, Tom Holtz offers a range of services, including:
- Wealth strategies
- Retirement planning
- Investment advice
- Financial goal setting and achievement
Location and Contact Information
Tom Holtz's office is located at:
Address:: 1516 E Franklin St, Suite 202, Chapel Hill, NC 2751434 Phone: (919) 903-80203
Clients can schedule face-to-face conversations with Tom to discuss their financial goals and receive personalized advice.7
Professional Credentials
Tom Holtz is registered as a broker with FINRA (Financial Industry Regulatory Authority).5 Potential clients can use FINRA's BrokerCheck tool to view his employment history, certifications, licenses, and any relevant information regarding his professional conduct.5
