Financial Advisor At Ameriprise Financial, Llc
Current
Jul 2024 - Present
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Neil Holt Email & Phone Number
Financial Advisor at Ameriprise Financial, LLC
at
Stepping Stone Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC
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✓ Verified July 2026
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Current company
Role
Financial Advisor at Ameriprise Financial, LLC
Location
West Hartford, Connecticut, United States
Who is Neil Holt? Overview
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Quick answer
Neil Holt is listed as Financial Advisor at Ameriprise Financial, LLC at Stepping Stone Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC, based in West Hartford, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Neil Holt.
Neil Holt previously worked as Associate Financial Advisor at Stepping Stone Wealth at Stepping Stone Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc and Financial Planning Assistant at Stepping Stone Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc. Neil Holt holds Financial Planning from Boston University.
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Stepping Stone Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC
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Profile bio
About Neil Holt
Email: neil.holt@ampf.com // Office: 860.313.1313Financial Advisor of Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLCPlease visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
Listed skills include Educational Leadership.
Current workplace
Neil Holt's current company
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Stepping Stone Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc
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8 roles
Neil Holt work experience
A career timeline built from the work history available for this profile.
Associate Financial Advisor At Stepping Stone Wealth
Jan 2024 - Jul 2024
Financial Planning Assistant
Dec 2022 - Jan 2024
Assistant Principal
Amity Regional School District #5
Jul 2014 - Dec 2022
World Language Content Leader & Spanish Teacher
Amity Regional School District #5
Aug 2007 - Jun 2014
Spanish Teacher
Aug 2006 - Jun 2007
Spanish Teacher
Aug 2002 - Jun 2006
Spanish Teacher
Aug 1999 - Jun 2002
5 education records
Neil Holt education
Financial Planning
Fpa Virtual Externship
Financial Planning Association
6Th Year Degree, Educational Leadership And Administration, General
Master Of Education (M.Ed.), Curriculum And Instruction
Bachelor'S Degree, Psychology-Sociology
FAQ
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What company does Neil Holt work for?
Neil Holt works for Stepping Stone Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC.
What is Neil Holt's role at Stepping Stone Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC?
Neil Holt is listed as Financial Advisor at Ameriprise Financial, LLC at Stepping Stone Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC.
Where is Neil Holt based?
Neil Holt is based in West Hartford, Connecticut, United States while working with Stepping Stone Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC.
What companies has Neil Holt worked for?
Neil Holt has worked for Stepping Stone Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc, Amity Regional School District #5, Hamden Public Schools, South Brunswick Public Schools, and Worcester Public Schools.
How can I contact Neil Holt?
You can use AeroLeads to view verified contact signals for Neil Holt at Stepping Stone Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC, including work email, phone, and LinkedIn data when available.
What schools did Neil Holt attend?
Neil Holt holds Financial Planning from Boston University.
What skills is Neil Holt known for?
Neil Holt is listed with skills including Educational Leadership.
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