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David Holland, Branch Manager serving the Palm Beach Gardens, FL area - Ameriprise Advisors

David Holland

CFP®, CFA®, JD

Branch Manager

Private Wealth Advisor
Joseph Grund & Associates

An Ameriprise Private Wealth Advisor

16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 7 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CFA® Chartered Financial Analyst®

Education

  • Hofstra University School of Law, Juris Doctorate, 1995
  • Yale University, Bachelor's of Economics, 1993
  • Long Beach High School, Valedictorian, 1989

Awards & recognition

  • Ameriprise Circle of Success, 2019-2021
  • Joseph Grund & Associates, Ameriprise Chairman's Award for Excellence Winner, 2020
  • Joseph Grund & Associates, Ameriprise Client Experience Award, 2021
  • Joseph Grund & Associates, Forbes Best-in-State Wealth Management Teams, 2023

Previous experience

  • Financial Advisor, Merrill Lynch, 2008-2012

Interests

  • I love spending time with my wife and daughters.
  • I play golf with anyone who will help me find my ball.

Honored to receive recognition

I’m thrilled to share that Joseph Grund & Associates has been included on the 2023 Best-in-State Wealth Management Teams list. This list includes top advisory teams from across the industry that provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to our clients for trusting us with your financial futures. And thank you to our team for the exceptional service you provide to all of our clients.