Your message has been sent to David Holtz. We look forward to being in touch.
Contact meComplete this form and David Holtz will contact you to discuss your needs.
* Indicates required fields
It is my pleasure to serve the financial needs of people in the Greater Twin Cities area. My experience in the financial industry started in 2011. I hold a Bachelor of Business Administration degree in financial markets from the University of Minnesota-Duluth.
I want to make managing your finances as easy as possible for you. As your Trust Investment Advisor, I am supported by a team of professionals and will work either directly with you or together with your banker or advisor to address your needs when it’s best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
In my free time, I enjoy spending time with friends and family, traveling the world and exploring all outdoor activities.
Area of focus
Fiduciary Investment Management
Specialty Asset Management
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.