Sam Holtsclaw, CFP®, Client Advisor

Sam Holtsclaw Photo

Sam Holtsclaw, CFP®, Client Advisor

-Hide Locations

1305 N. CENTER STREET

HICKORY, NC 28601

1305 North Center Street,

Hickory, NC 28601

Check the background of this investment professional on FINRA's BrokerCheck

About

Sam Holtsclaw is a Client Advisor with SunTrust Private Wealth Management. He offers clients more than ten years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit and estate strategies. He is a native of Spruce Pine, North Carolina, is a graduate of Lenoir Rhyne University and obtained his MBA from East Carolina University. In addition, Sam has earned the professional designation of Certified Financial PlannerTM (CFP®). Sam enjoys spending time with family and playing golf when he can find the time.

Sam holds himself accountable to recommend strategies with your needs and goals in mind. These strategies are supported not only by deep expertise from a team of specialists, but also highly attentive service and coordination of resources. Sam takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that he can assess the interaction of multiple objectives and the far reaching implication they can have on each other.

SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.

Continue Reading