Amy Holt

Assistant to Todd E. Holt, CEO Capital Strategies

Role: Assistant to Todd E Holt, CEO Capital Strategies at Capital Strategies, Beyond Wealth
Location: Austin, TX, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Amy Holt

I represent Massachusetts Mutual Life Insurance Company (MassMutual). Founded in 1851…

Experience

Assistant to Todd E Holt, CEO Capital Strategies
Capital Strategies, Beyond Wealth
Jan 2018 — Present · Austin, TX, US

Education

Texas State University
Bachelor of Arts (BA)
1985 — 1987

Skills

Public Speaking
Event Planning
Customer Service
Social Media
Leadership
Marketing

Contact information

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Work email
•••••@csomtx.com
Personal email
•••••@•••••.com
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Current company

Capital Strategies, Beyond Wealth

Financial Services · 104 employees · Founded 2013 · Austin, Texas, United States

Knowledge is the key to a successful financial future. Our background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. underlies our commitment to guiding our clients each step of the way. Your Financial Health…...Is Our Business What Makes Us Different: Capital Strategies is team-focused and process-driven. Our client process begins with you, understanding what is unique about you, the challenges of today, your goals and your vision for the future. We will provide insight and clarity to the financial strategies that will sculpt your future. Service. Every initial engagement includes the scheduling of regular client review meetings. These are designed to reinforce our commitment to your goals and give you the opportunity for ongoing collaboration and adjustment to your financial strategies. As advocates for your financial health, our representatives are focused on developing holistic financial strategies, not on selling financial products. Disclosures and licensing: https://www.csomtx.com/licensing I am licensed to sell insurance in TX. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 10101 Reunion Pl ste 300 San Antonio, TX 78••••••••41

csomtx.com

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About Amy Holt

Experience

Assistant to Todd E Holt, CEO Capital Strategies

Education

Texas State University

Skills

Find verified contacts for anyone on LinkedIn