We Welcome Todd Holder

Written By: Marlene Osteen | Issue: 2021/10 – October

Todd Holder

The role of the financial advisor has long been to guide decisions as to wills, trusts, estates, college planning, and charitable legacy planning.  

For many of us, pandemic-fueled anxiety has underscored a need for professional, personalized financial counsel. 

That’s the kind of sage direction that Todd Holder of Edward Jones has been offering Western North Carolina residents for more than 30 years. 

Helping people achieve goals from retiring early to saving for a dream vacation, Holder collaborates with his clients on strategies to ensure and achieve financial soundness and peace of mind.     

“I provide them with a realistic picture of what they have to do to get there,” he says.

Several months ago, Holder relocated to Highlands from Hendersonville, North Carolina, to open the company’s
newest branch.   

“This is one of my wife’s and my favorite places in the Southeast; we love the hiking and community spirit,” he says. “It’s a wonderful place to live and work.”

Hiking is a passion and avid pastime for Todd and his wife, Ann.  The couple are soon to join the 703 members of the 900-Miler Club – hikers who have trekked every trail in the Great Smoky Mountain National Park. 

Holder has also served his community deeply as an activist.  His current and past activities tell of an impressive story of civil involvement.  

As he modestly told me, “I have been blessed to be a small part of some big things.”  That includes working in conjunction with the Kiwanis Clubs of NC and SC to raise $250,000 to construct a waiting room (known as the “Family Care Room”) at the Preemie Ward in Mission Hospital Asheville.  He’s been a volunteer guest teacher at local colleges, including Blue Ridge Community College, where he has taught business, insurance, and financial planning.  Holder has distinguished himself as part of the University of North Carolina Blue Ridge Ambassador Program – connecting leaders throughout the region with 501(c)(3) foundations for future and existing donors and benefactors on behalf of the Blue Ridge Community College Foundation. Serving several hundred clients throughout Western North Carolina and 26 states, Holder loves helping people and developing long-term relationships.  As he says, “I am energized by serving and partnering with people in their financial goals and protection. My goal is to be the financial advisor that helps make a meaningful difference in the lives of my clients and their families.”

Holder can be reached at [email protected] or (828) 787-2090.  More details are at edwardjones.com/todd-holder.