Ed Holt, Financial Advisor

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning

About Ed

Our goal is to serve clients more completely, through deep personal relationships and comprehensive financial advice.

As a financial advisor with Edward Jones for over 31 years, I have had the amazing privilege of working with individual clients and businesses in St. Louis, its surrounding communities and virtually nationwide. We help accomplish our clients’ goals as a team, by discovering what is truly most important to them, utilizing an established process and partnering over the course of their lives to help ensure they stay on track.

Our team includes Carson McCarty, Andrew Herbst, Nancy Stockmann and Diana Tessereau. Collectively, we...

Work History

  • Edward JonesMay 1992 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Westminster CollegeBachelors

Team Members

  • Andrew Herbst
    Associate Financial Advisor
  • Diana Tessereau
    Sr. Branch Office Administrator
  • Kimberly Abeln
    Branch Office Administrator

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