Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Aisle in library

Timothy Holt

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • CA
  • CO
  • FL
  • GA
  • ID
  • KS
  • LA
  • MI
  • MO
  • NC
  • ND
  • NM
  • OH
  • OK
  • SC
  • TN
  • TX
  • VA

Education

  • Bachelors of Science in Business Management, University of Phoenix
  • Associates of Science, Trident Technical College
3450 Dowlen Road
Suite A
Beaumont, TX 77706
  • (409) 654-3202

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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