Mike Holt
Wealth Strategist at Beacon Investment Advisory Services
- Role
- Wealth Strategist at Beacon Trust
- Location
- Morristown, NJ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Mike Holt
I am passionate about helping individuals and their families achieve their financial…
Experience
Wealth Strategist
Apr 2015 — Present · New York, NY, US
I provide comprehensive wealth management services to high net worth individuals who are primarily current and retired corporate executives.
Education
Pace University - Lubin School of Business
Taxation
1989 — 1992
California State University, Long Beach
BS, Accounting, Finance, Economics
1978 — 1982
Skills
- High Net Worth Individuals
- Financial Analysis
- Tax
- Wealth Management Services
- Income Tax
- Wealth Management
- Finance
- Investments
- Financial Planning
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