Mike Holt Email & Phone Number
Wealth Strategist @ Beacon Trust
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Mike Holt Location
- Morristown, NJ, US
Mike Holt Work
- 2015 -now Wealth Strategist @
- 1994 -2015 Wealth Management Strategist @ The MDE Group, Inc
- 1993 -1994 Tax Manager @
- 1990 -1993 Tax Manager @
- 1982 -1990 Tax Manager @
Mike Holt Education
- Pace University - Lubin School of Business
(Taxation)
1989-1992 - California State University-Long Beach
BS (Accounting, Finance, Economics)
1978-1982 - Bishop Montgomery HS
Mike Holt Skills
- Tax
- High Net Worth Individuals
- High Net Worth
- Investments
- Income Tax
- Finance
- Financial Analysis
- Wealth Management
- Financial Planning
- Wealth Management Services
Mike Holt Summary
- Mike Holt, based in Morristown, NJ, US, is currently a Wealth Strategist at Beacon Trust. Mike Holt brings experience from previous roles at The MDE Group, Inc, Mahoney Cohen, Clarfeld Financial Advisors and Deloitte & Touche. Mike Holt holds a 1989 - 1992 Pace University - Lubin School of Business. With a robust skill set that includes Tax, High Net Worth Individuals, High Net Worth, Investments, Income Tax and more. Mike Holt has 2 emails and 5 mobile phone numbers on RocketReach.
Looking for a different Mike Holt?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co