Rick Holman Email & Phone Number
Vice President - Senior Estate Planner @ Baird
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Rick Holman Location
- Allen, TX, US
Rick Holman Work
- 2014 -now Vice President - Senior Estate Planner @
- 2008 -2014 Corporate Vice President - Case Development @ The Nautilus Group
- 2006 -2007 Advanced Sales and Marketing Attorney @ Genworth Financial
- 1998 -2006 Financial Planning Consultant and Advanced Case Design Specialist @ Raymond James Financial
Rick Holman Education
- Florida State University
Doctor of Law (J.D.)
1993-1996 - University of Miami
Bachelor of Arts (B.A.) (Political Science and Government)
1989-1993
Rick Holman Skills
- Estate Planning
- Business Transition Planning
- Retirement Planning
- Tax Law
- Personal Financial Planning
- Life Insurance
- Long Term Care Insurance
- Fixed Annuities
- Variable Annuities
- Strategic Planning
- Strategy
- Illustrator
- Marketing
- Photoshop
- Legal Research
Rick Holman Summary
- Rick Holman, based in Allen, TX, US, is currently a Vice President - Senior Estate Planner at Robert W. Baird & Co.. Rick Holman brings experience from previous roles at The Nautilus Group, Genworth Financial and Raymond James Financial. Rick Holman holds a 1993 - 1996 Doctor of Law (J.D.) @ Florida State University. With a robust skill set that includes Estate Planning, Business Transition Planning, Retirement Planning, Tax Law, Personal Financial Planning and more. Rick Holman has 7 emails and 11 mobile phone numbers on RocketReach.
Looking for a different Rick Holman?
Find contact details for 700 million professionals.
Others Named Rick Holman
Rick Holman
Vice President
Houston, TX, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co