Roanoke, VA – Local resident Steven Holt has been named a district manager of the American Division of AXA Advisors, LLC. Mr. Holt has management responsibility for the Holt District of the Virginia branch of AXA Advisors and the district’s many financial professionals. The announcement was made by Mark Dellosso, an Executive Vice President of the American Division of AXA Advisors, LLC and manager of its Virginia branch.
In this new role, Mr. Holt will focus on recruiting, training and developing individuals who want to build careers as entrepreneurial financial professionals.
“Steve has an outstanding track record of delivering high-performance results,” said, William Degnan, Divisional President. “We’re looking to him to build upon and enhance our strategic initiatives and growth goals for the Roanoke office of the Virginia branch.”
In addition, Mr. Holt works with individuals and business owners to provide strategies to help them achieve their financial goals. He provides access to an array of financial protection and investment products and services including life insurance, annuities and investments as well as college, estate, retirement and business planning strategies.
Mr. Holt has 6 years of experience in the industry and joined the company as a financial professional in 2008. He has earned numerous awards for outstanding sales and management.
Mr. Holt holds a Bachelor of Science degree from Roanoke College. In addition, he has earned a Series 24, 7, and 66 FINRA licenses and is licensed to sell Life and Health insurance in the State of Virginia. He is in the process of earning his CERTIFIED FINANCIAL PLANNER designation.
He is involved in community and professional organizations including NAIFA Roanoke Valley, NAIFA Virginia, Roanoke College Associates, Roanoke College Society of 1842, Roanoke College Planned Giving Advisory Board, and is a member of Christ Lutheran Church.
He resides in SW Roanoke County, with his wife Julie.
The AXA Advisors Roanoke office of the Virginia branch is located at 10 South Jefferson Street, Suite 850, Roanoke, VA 24011. For more information on AXA Advisors, visit www.axa-equitable.com.
Financial services available to individuals and business owners through AXA Advisors, LLC include: strategies and products for financial protection and investments; asset allocation, college, retirement, business and estate planning strategies; life insurance, annuity and investment products, including mutual funds. Securities products are offered through AXA Advisors, LLC, NY, NY, member FINRA, SIPC, 10104 (212) 314-4600. Insurance and annuity products are available through an affiliate, AXA Network, LLC and its subsidiaries.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
About AXA Equitable
In business since 1859, AXA Equitable Life Insurance Company (New York, NY) is a leading financial protection company and one of the nation’s premier providers of life insurance and annuities as well as financial strategies, and investment products and services through its affiliate, AXA Advisors, LLC. The company’s products and services are distributed to individuals and business owners through its retail distribution channel, AXA Advisors, LLC and to the financial services market through its wholesale distribution channel, AXA Distributors, LLC.
AXA Equitable, a subsidiary of AXA Financial Inc., is part of the global AXA Group, a worldwide leader in financial protection strategies and wealth management. “AXA Group” refers to AXA, a French holding company for an international group of insurance and financial services companies together with its direct and indirect consolidated subsidiaries. While a part of the AXA Group, AXA Equitable is solely responsible for its annuity and life insurance obligations. For more information, visit www.axa-equitable.com.
Submitted by AXA Advisors