Steve Holloman

Steve Holloman
Managing Director Wealth Advisor Truist Bank

434 Fayetteville St

Raleigh, NC 27601-1741

About me

Background

Steve Holloman is a Senior Wealth Advisor located in the Triangle area with over 25 plus years of experience in the wealth management industry. He works with a team of specialists to deliver customized solutions to high net worth individuals and families with an emphasis on exceptional service.

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

Bachelor of Arts - English
North Carolina State University 1987

Personal Interests

Steve lives in Raleigh with his wife, Jennifer, and have two adult sons, Stephen and Joshua. He has served on various boards and been active as a volunteer for many non-profit organizations over the years. He enjoys going to the beach, playing golf, and most all things outdoors.

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.

To
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