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Curt Holton

Curt Holton
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Holton-Pittman-Sayavongsa Group of Truist Investment Services Inc.

3333 Peachtree Rd NE

3rd Floor,

Atlanta, GA 30326-1030

curt.holton@truist.com

Phone 404-813-3658

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About me

Background

Curt Holton is a founding partner of the Holton-Pittman-Sayavongsa Group and Financial Advisor/Managing Director at Truist Investment Services, Inc. Curt began his career as a Financial Consultant at Salomon Smith Barney in 1997 and was previously a Senior Vice President/Wealth Management at Bank of America/Merrill Lynch. In collaboration with founding partner, Financial Advisor/Managing Director Frank Pittman IV, CFP®, CPWA®, and Vice President/ Financial Consultant Alexander Sayavongsa, the Holton-Pittman-Sayavongsa Group delivers goals based planning on 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

B.A.
University of Arkansas 1992

Personal Interests

Curt is an active volunteer for the Boy Scouts of America, Atlanta Area Council. He serves on a committee for Special Needs Scouting and has conducted Eagle Scout Boards of Review for the past 6 years in Buckhead.  Curt is a member of Atlanta Mid-Town Rotary Club and serves on the Community Service Committee. Helping single parents with special-needs children and at-risk teenagers build job/interviewing skills are causes close to his heart. Curt and his family are members of Peachtree Presbyterian Church in Buckhead. He enjoys travel, hiking, 
 history, behavioral finance books and podcasts and spending time with family. 

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

Accomplishments

Truist Private Client Group Elite Advisor
2022
Truist Private Client Group Elite Advisor
2023

Locations

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