Prior to joining PKH Private Wealth Management, Charles Holt was a Senior Vice President of Investments in the Global Wealth Management Group at Merrill Lynch, bringing over 25 years of experience to the financial services industry. He received a B.A. in Finance from Michigan State University and in 1998 completed the Merrill Lynch Financial Consultants Program at The Wharton School, University of Pennsylvania. Charles specializes in developing and implementing advanced planning and investment strategies for high-net-worth families. He concentrates on clients’ primary concerns: preservation of capital, tax minimization and lifetime cash flow needs.
He lives in Alexandria, Virginia with his wife Christina and 3 daughters; Emma, Sophie & Greta.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
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Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Verdence Capital Advisors, LLC | Vienna, VA | Jun 2017 - Current | 6 |
| Hightower Advisors, LLC | Reston, VA | Mar 2012 - Jun 2017 | 5 |
| Hightower Securities, LLC | Reston, VA | Mar 2012 - Jun 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1989 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1991 |
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Total Assets Under Management3,307MILLIONS
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Total Number of Accounts6,146ACCOUNTS
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Average Account Value$538,008
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