Angela Holdsworth
Premier Advisor
466 Chestnut Ridge Rd
Morgantown, WV 26505-2767
About me
Background
Angela Holdsworth is a Premier Advisor with 17 years of financial services experience. She helps empower clients to take a comprehensive, holistic, and strategic approach to financial planning, while delivering custom-tailored solutions and providing active relationship and risk management. The most meaningful part of her role as a Premier Banker is to help families plan for their future and see their goals come to life. Through relationships, Angela strives to ensure her clients are best positioned for their future, have the knowledge to make educated decisions, and are confident in their path to success. Her daily goal is to put his clients first and build their trust through high-touch attention, in-depth conversations, and technology.
Angela holds her Series 7, 66, and her life and health insurance licenses.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Education
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
