David Holtz is one of the founders of NEXT Financial Group and shares the mission of NEXT by giving representatives a voice in directing the future of the company. He believes that NEXT Financial Group is a firm built on a strong foundation of putting clients’ interests first. It is committed to providing the right blend of technology and personal service – helping clients invest with confidence to achieve their long-term investment objectives.
David L. Holtz has more than twenty five years of experience in helping families realize their dreams. He has been a Certified Financial Planner since 1986 and balances his excellent analytical skills with is genuine love for building strong interpersonal relationships. For him, each client brings a wealth of information, possibilities, and challenges. He is firm in his belief that the care and attention he gives each and every client is essential. His work reflects the mantra and overall philosophy of NEXT Financial Group and David is personally committed to finding the perfect investment plan that best suits his client’s needs.
David was not only one of the founders of NEXT Financial Group but he also serves on the Board of Directors.
