Curt Holton

Curt Holton
Financial Advisor Private Client Group

1155 Peachtree St

Atlanta, GA 30309

About me

Background

I’m a founding partner and Senior Vice President of the Holton-Pittman Group of Truist Investment Services, Inc., offering clients more than 20 years of investment experience as a trusted confidant and market navigator. In collaboration with founding partner, Financial Advisor Frank Pittman IV, CFP®, CPWA®, and Financial Consultants Alexander Sayavongsa and Sam Traxler, we deliver a planning-based approach with an open-architecture platform designed to provide clients with unbiased counsel tailored to their evolving needs and goals.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BA
University of Arkansas 1992

Personal Interests

I’m a member of Mid-Town Rotary Club of Atlanta, where I serve on the community service committee. My wife, Allison, and I have two children and live in Sandy Springs. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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