Denise Halford Holder, CFP®First Vice President, Wealth Management, Board Member
250 W. 96th Street, Suite 300
Indianapolis, IN 46260
Denise Halford Holder specializes in wealth transition, financial and estate planning and portfolio management for families, institutions, endowments and foundations.
Denise has facilitated and conducted several client and public educational programs and has written articles on financial, estate, and charitable planning.
She joined the firm in 2008, bringing over 26 years of prior experience at A.G. Edwards & Sons and Merrill Lynch. Denise had worked in the nonprofit industry for Master Software Corporation and Blackbaud, Inc., developers of fund raising, fund accounting, and planned giving software applications.
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|Education||MBA, Finance and Accounting, Boston University|
BS, Marketing, Indiana University
Indiana University Fund Raising School
|Credentials & Licenses||Certified Financial Planner (CFP®)|
Series 7, 9, 10, 63, 65, and Insurance
|Awards & Recognitions||Five Star Wealth Manager, Indianapolis Monthly, 2009, 2010, 2011, 2012, 2013 and 2014. |
Instructor in financial/estate planning: Lawrence Township, Washington Township, and IUPUI Continuing Education Programs
2014 President's Club Member
2013, 2012, 2011 David A. Noyes Club Member
2010 Financial Planner Award
|Involvement||Current/past board member:|
Stanley K. Lacy Leadership Alumni
Arts For Learning, Board Chair
Indiana Ballet Company & the Russian Ballet Academy of Indiana
Indianapolis Museum of Art (Young Friends of Art)
Planned Giving Group of Indiana
Network of Women in Business
Member: Columbia Club and Woodstock Club.
National Association of Women Business Owners (NAWBO)
|Personal||Resides with her husband and son on Indianapolis' North side.|