Annette Holt
Annette Holt Operations Supervisor & Registered Client Associate

With 15 years of experience in the financial industry, Annette brings a high level of expertise and business acumen to the Tri Counties Advisors team. She has the Series 7, 66, 9 and 10 licenses, and enjoys using her skills to help people reach their financial goals.

Annette’s motto is “Slow is smooth. Smooth is fast.” That philosophy of precision and quality is clearly exhibited in both her personal and professional life.

As a California native, Annette loves exploring local communities and enjoys learning more about California state history. In her spare time, she’s reading, hiking or wine tasting in the Sierra Foothills.

Annette lives in Sacramento County with her husband and two Mastiffs.

Tri Counties Advisors: 3700 Douglas Blvd., Roseville CA 95661