Tom Holtz
Financial Advisor | Wealth Strategies | Retirement Planning
- Role
- Financial Advisor at Edward Jones
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Advisor
Jan 2017 — Present · Chapel Hill, NC, US
Education
Texas Christian University
B.S., Advertising and Public Relations
2004 — 2008
Skills
- Relationship Marketing
- Outdoor Advertising
- Social Media Marketing
- Interactive Advertising
- Integrated Marketing
- Marketing Strategy
- Media Planning
- Sep Ira
- Adobe Creative Suite
- Interactive Marketing
- Digital Media
- Competitive Analysis
- 401k Options
- Estate and Trust Services
- Marketing Communications
- Fixed-Income Investments
- Saving, Spending and Borrowing Solutions
- Annuities
- Online Advertising
- Equity Investments
- 529 Plans
- Profit-Sharing
- Account Management
- Traditional Ira
- Broadcast
- Marketing Management
- Brand Development
- Marketing
- Online Marketing
- Mutual Funds
- Business Retirement Plans
- Retirement Planning
- Marketing Budget Management
- 457(B)S
- Roth Ira
- Advertising
- Systimatic Investing
- Brand Management
- Mobile Marketing
- 403(B)S
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