James Holt is a Financial Advisor with WestPoint Financial Group. He provides objective and customized insurance and investment strategies to help meet the financial needs of his clients.
Jim has been a Member of several community organizations such as the Economic Development Foundation, Mental Health Association, Family Y, United Way, Salvation Army, Kiwanis (where he served as President), and the Chamber of Commerce and the United Methodist Church (where he served as a Board Member).
Prior to joining WestPoint Financial Group, he worked for MetLife. He formerly served as President of the Indiana Association of Insurance and Financial Advisors and is a lifetime member of MetLife Chairman’s Council, the Million Dollar Round Table, and the NAIFA Political Action Committee.
In his free time, Jim enjoys golf, travel, and snow skiing.
James Holt is a registered representative of and offers securities & investment advisory services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory office 900 East 96th Street, Suite 300 Indianapolis, IN 46240 Phone (317)469-9999. WestPoint Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
- Insurance Strategies