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Fifth Third Investment Team Brian Holtz

Investment Executive

Day of the WeekHours
Monday
10:00 AM - 8:00 PM
Tuesday
10:00 AM - 8:00 PM
Wednesday
10:00 AM - 8:00 PM
Thursday
10:00 AM - 8:00 PM
Friday
10:00 AM - 8:00 PM
Saturday
10:00 AM - 5:00 PM
Sunday
11:00 AM - 4:00 PM

About Brian

Serving the Mack area, Brian provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Brian works closely with you to develop an investment plan that works for your unique objectives.
Personal Background
My beautiful wife Kelly and I have been happily married since 2008. We are blessed with 3 amazing boys that keep us active and on the move. While not at work I spend all of my time with my family.
My personal commitment is to provide clients with customized services to help them meet their financial goals. After working with clients to identify and define their goals and needs, I develop strategies to help them meet their objectives. I meet with my clients periodically to make adjustments to their portfolios and re-define their needs as necessary to help keep them on track to achieve their long-term goals.
I have been in the Financial Services Industry since 2005
Northern Kentucky University, Highland Heights, KY
  • Series 7
  • Series 63
  • Series 65
  • Life Insurance
  • CFP®
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About Fifth Third Securities

With Fifth Third Securities, your plans and aspirations are in the hands of seasoned financial professionals focused on serving you.
We are committed to providing you personalized, comprehensive financial services designed to preserve and grow your assets1, protect your family, and allow you to create the lifestyle you want.
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