Dixon Hughes Goodman Wealth Advisors LLC
About this Advisor
Suzanne Holbert is a personal financial specialist who works in Hendersonville, North Carolina, who has been in the advisory business for 20 years. Holbert is an advisor for Dixon Hughes Goodman Wealth Advisors LLC. Throughout their career, Holbert has worked at Hansen, Johnson & Associates and Dixon Hughes Wealth Advisors LLC. Holbert is registered to work in North Carolina and South Carolina. Dixon Hughes Goodman Wealth Advisors LLC is a company headquartered in Hendersonville, North Carolina. The firm has offices in 19 locations and a total of 36 employees. It controls $2 billion in total assets among its 4,850 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to seven charities and foundations. Of its 4,850 accounts, 30% are held by high-net-worth clients who have greater than $1 million in assets. The business offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. Fees charged by financial advisors largely vary depending on the financial services provided. Fees billed by Dixon Hughes Goodman Wealth Advisors LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Dixon Hughes Goodman Wealth Advisors LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Suzanne Holbert Work History
Suzanne has 20 years of experience.
Dixon Hughes Wealth Advisors LLC
Hansen, Johnson & Associates
Suzanne Holbert has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Dixon Hughes Goodman Wealth Advisors LLC
High Point, NC
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.