Anthony Holds

Anthony Holds

Managing Director

  • CFP®
  • CLTC®
FINRA BrokerCheck
  • CA License: #0H78188

2601 Cattlemen Road, Suite 201
Sarasota, FL 34232
941-957-4529 917-783-1418 Visit my website

About my practice

I strive to foster relationships framed in trust and integrity with all of my clients. As a military veteran, I'm particularly passionate about helping servicemembers and veterans in the community. My team and I help our clients build a customized plan that reflects their wishes and values, and then guide them in taking relevant and sustained action toward the achievement of their goals.

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