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Wistar Holt, Jr., CFP®, CDFA®

Wistar Holt, Jr., CFP®, CDFA®

Wealth Advisor* and Financial Planner

Whitey uses a host of financial planning tools and data systems to deliver customized reporting and planning to Judy Rubin’s clients. Whitey especially enjoys introducing clients to technological solutions for easier access and visibility of their portfolios, and teaching them how to utilize new systems. Whitey joined Plaza Advisory Group in February 2013. He graduated from Truman State University where he received a Bachelor of Arts in History and a Master of Arts in Education in 2011. In 2015 Whitey earned the CERTIFIED FINANCIAL PLANNERTM and Certified Divorce Financial Analyst® (CDFA®) designations.

Whitey is an avid runner and performs well in many local races. Soon his speed will come in handy when he needs to keep up with his young child. He is also actively involved with Happy To Give, a charity his wife started that assists many local organizations. He volunteers for BJC hospice and annually supports The Ability Experience, formerly known as Push America, a charitable event organized by his fraternity.

*with Royal Alliance