John T Holcombe
Cayman Islands
For more than 15 years, John has been a financial advisor helping individuals, families and businesses achieve their financial goals. This includes guidance on Investment Planning, Insurance Planning, Tax Planning, Retirement Planning, Estate Planning, Educational Savings Planning and Intergenerational Wealth Transfer Planning. Working with a network of highly skilled professionals in Nevada, John is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.
Through an extensive discovery process, he uncovers his clients' goals, prioritizing their concerns and develops strategies to assist them reach their goals. His objective is to add value to each client, with a particular focus on tax-wise investment strategies and solutions. Ultimately, each client should have a plan and course of action that brings confidence to the financial process.
Qualifications:
• University of Nevada Las Vegas, Bachelor of Science - Finance
• Series 7 and Series 66 Securities Registered
• Life Insurance, Variable Annuities & Variable Life – Nevada Licensed Agent
Organizations:
• Lifetime Alumni Member at University of Nevada Las Vegas
• Alumni member of Lambda Chi Alpha Fraternity – Delta Lambda Chapter