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

Prior to joining Raymond James in 2020, I started my career as a financial advisor with Morgan Stanley, where after six years I was promoted to the role of branch manager. It has been a blessing to help my clients meet their goals and tame the fears associated with investing. On a personal level, I also understand the intricacies of planning the financial success of both a family and small business.

No one enters the financial world with the same level of expertise and comfort, so I pride myself on meeting my clients at their level and being the bridge between their hard work and financial well-being, giving them the freedom to pursue their goals and provide stable futures for their families.

I met my husband, Michael, while doing an internship at the Omni Fitness Club. We enjoy fitness and the outdoors, participating in CrossFit, taking advantage of West Michigan’s beaches and water and traveling to Spartan races across the country. In July of 2024, we purchased Third Monkey Functional Fitness, home of Spring Lake CrossFit, where we have a mission to make West Michigan healthier by moving and growing stronger. We have two adult children, Nicholas and Jacob, 2 daughters-in-law, and 3 beautiful grandchildren.

My clients depend on clarity and diligence to develop an investment strategy for their specific need and goals. As a fiduciary I am legally bound to act in my client’s best interest. I look forward to talking to you about your needs and goals and how I can help you work toward achieving them.