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Neil Holt, Associate Financial Advisor serving the West Hartford, CT area - Ameriprise Advisors

Neil Holt

Associate Financial Advisor

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

Areas of focus

  • Family Finances
  • Investment Management
  • Saving for Education
  • Cash Flow Management Strategies

Education

  • 6th Year Degree, Educational Leadership and Administration, General, Southern Connecticut State University, 2006 - 2008
  • Master of Education (M.Ed.), Curriculum and Instruction, University of Massachusetts Lowell, 2000 - 2002
  • Bachelor of Arts (B.A.), Psychology-Sociology, Wesleyan University, 1995-1999

Awards & recognition

  • Stepping Stone Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2024

Community participation

I volunteer as a facilitator of financial literacy classes with the CT Money School, part of the Connecticut Association of Human Services.

Interests

In warm weather I enjoy playing tennis, and in winter I ski whenever possible.

In all seasons I like to read and watch movies.

I love spending time with my wife and two school-aged children. Our favorite family travel destinations have included the Connecticut shore, Montreal, Vermont, and California.

My photos

1 albums
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Neil Holt may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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