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.

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Timothy Holt

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • FL
  • GA
  • ID
  • KS
  • LA
  • MI
  • MO
  • ND
  • NM
  • 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
Suite A
Beaumont, TX 77706
  • (409) 654-3202

Email Me

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Global Wealth Report 2024

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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As of 03/31/2024

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