As a CERTIFIED FINANCIAL PLANNER® professional, Holden enjoys working with clients to help solve their financial problems, and find the deeper purpose for their savings in order to help them enjoy retirement confidently and live out their dream life.
Holden works alongside Albert, Shannon and Lindsey as a team to provide a personalized approach to each of their clients and their unique situations. They focus on working with individuals, families and business owners who are preparing for and living in retirement, and partner with other professionals to provide an integrated financial plan that encompasses estate planning, tax planning, insurance planning, retirement income planning and investment planning. Holden is a continuous learner, and has obtained the CFP® certification, and is proud to be held to one of the highest standards of the industry.
Prior to joining Raymond James, Holden worked as a wealth advisor at Total Wealth Planning LLC, as an agent for Penn Mutual Insurance company, as well as in client service and for a tax, accounting and life insurance firm. He graduated from Lee University with a Bachelor of Science in Business Administration degree in International Business. He resides in the Greater Nashville, Tennessee area, with his wife and growing family.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.