portrait of Charles R Holt
FINANCIAL ADVISOR
Accepting New Clients
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About Charles

My career with Edward Jones started in 2018, where I was able to spend a Summer shadowing and working with a financial advisor in Meadville, Pennsylvania. Those months turned out to be some of the most valuable of my life, as I had the opportunity to learn about the resources, culture and mission of Edward Jones. More importantly though, I learned that the work we do as advisors has a profound and direct impact on the lives of our clients. This impact doesn't happen automatically - it takes an extensive knowledge of financial products and strategies, an established, personalized process...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies

Work History

  • Edward JonesJuly 2019 to Current

Education

  • College of WoosterBachelor of Arts

Team Members

  • Stephanie Kazmierczak
    Sr. Branch Office Administrator

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Office Information

Hours

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

Additional Hours

  • Web Conferencing

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