Edward Jones - Financial Advisor: Sam Holt, CFP®|ChFC®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Sam Holt is a Certified Financial Planner (CFP®) and financial advisor based in Morristown, Tennessee. He provides investment guidance and financial planning services to individuals and families in the local area. Sam specializes in retirement preparation, education savings, and tax-efficient investment strategies. His approach emphasizes face-to-face consultations to understand clients' unique financial goals and help them achieve long-term success.

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