Bio image of Caterina Holt
Caterina Holt First Vice President, Investments Branch Manager

I know not all investors come into the financial world with the same level of expertise and comfort, so I meet them at their levels and helps them gain confidence and expertise with my experience and guidance. I pride myself on being the bridge between my clients’ hard work and their financial wellbeing, giving them the freedom to pursue their goals and enjoy the benefits of their accomplishments.

I work with individuals and small businesses to create financial plans designed to pursue their goals and that fit their unique circumstances and experiences. I strive to keep my client well-informed and involved through regular updates and meetings as desired to keep plans proactive.

Prior to joining Raymond James in 2020, I started my career as a financial advisor with Morgan Stanley, where after six years was promoted to the role of branch manager. I graduated from Baker College with two bachelor’s degrees, in business management and business marketing. While doing an internship at the Omni Fitness Club I met my husband, Michael. We enjoy two adult children, Nicholas and Jacob and two grandchildren.

When I’m not working I enjoy fitness and the outdoors, participating in CrossFit, taking advantage of West Michigan’s beaches and traveling to Spartan races across the country.

I believe it has been a blessing to help my clients strive to meet their goals and tame the fears that can come with investing. One of my greatest joys is when a client leaves an appointment with confidence and an understanding that they can pursue their ambitions.