portrait of Nicholas Holst

About Nicholas

As a financial advisor with Edward Jones, it is an absolute privilege to serve as a guide and an advocate with something so personal and meaningful as a person's finances. Every client is unique and so are their needs, and by partnering together with you, your CPA and attorney, I can help create a financial strategy tailored to you and your family's situation.

I was born in Indianapolis and moved to the Bradenton/Sarasota area at a young age. I attended Florida Gulf Coast University and graduated cum laude with a degree in economics. I began my career with Edward Jones...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Employee Stock Options

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Team Members

  • Tammy Downey
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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