Peggy Holt

Peggy S. Holt
Managing Director Senior Wealth Advisor Truist Bank

1200 Riverplace Blvd

5th Floor,

Jacksonville, FL 32207

About me

Background

Peggy Holt is a Senior Wealth Advisor at Truist offering high-net worth clients more than 25 years of comprehensive wealth management experience. She utilizes a team approach bringing together Truist specialists in financial planning, investment management, legacy and estate planning strategies, risk management and trust services.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

BS in Communications
Ohio University 1981

Personal Interests

Peggy has previously served on the boards of The Florida Theatre, World Affairs Council, and the Civic Orchestra of Jacksonville.

Specialties

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Locations

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