SCOTT HOLMAN

Our Edward Jones Scottsdale office believes it's important to invest our time up front to understand your goals and priorities before developing a strategy for you to invest your money. I work closely with you, your tax professional, attorneys and other professionals to help determine the most appropriate financial strategy for you. I primarily focus my practice on successful business owners and retirees, helping them achieve their financial goals.

I hold Series 7 and Series 66 registrations and life insurance licenses, and have obtained the AAMS™ and CEPA® designations. Professional designations expand industry knowledge so I can help clients achieve their financial goals.

The AAMS™, or Accredited Asset Management Specialist™, training examines various investment strategies that are crucial for making decisions in the asset-management process. Study topics include investments and insurance, as well as tax, retirement, and estate considerations.

CEPA®, or Certified Exit Planning Advisor®, designation is a program designed to enhance skills for serving business owner clients. Study topics include various aspects of business and succession planning, integrating strategies into professional, personal and financial goals, and building and preserving family wealth for future generations.

A graduate of Arizona State University, I am driven to help people succeed. I am an active member of the ASU Alumni Association. I have two sons, Colton and Emmett. I am active in the Scottsdale community, serving as a member of many organizations around town, including ASU Sun Devils and youth soccer. In the past, I have served as a board member for the Fountain Hills Chamber of Commerce and as a vice-president of BNI Scottsdale Trailblazers.

My branch office administrator, Liz Francis, and I work closely together to serve your needs. Liz lives in Fountain Hills. She is an avid cyclist, enjoying both road and mountain biking.

Our office is all about relationships. We believe that meeting face to face helps us build strong relationships among our team, our clients and this community. We are available to meet when it's convenient for you because we recognize the competing time constraints on your busy lives. We are focused on you! Together, we can help you plan and reach your long-term financial goals.

Most financial advisors start with your money. We start with your life. 

At our Edward Jones office in Cave Creek/Scottsdale, we help successful business owners and retirees turn decades of hard work into clear, coordinated plans for what comes next. That means aligning your investments, tax strategy, exit planning and retirement income into one cohesive strategy — so you’re not just hoping things work out, you know they will. Whether you’re preparing to sell a business, reduce taxes in retirement or create reliable income without sacrificing growth, we bring structure and clarity to decisions that can feel overwhelming.

With professional designations including AAMS® and CEPA®, I focus in helping you navigate complex financial transitions — especially business exits and retirement planning — while working closely with your CPA and attorney to ensure every piece of your financial life is aligned. Just as important, I’m deeply rooted in this community. As a graduate of Arizona State University and an active member of the ASU Alumni Association, I stay connected to local leaders and initiatives. I’ve served as a board member for the Fountain Hills Chamber of Commerce and as vice president of BNI Scottsdale Trailblazers, and I remain actively involved in youth sports and local organizations alongside my two sons. That local involvement means I don’t just work here — I’m invested here and in the people I serve.

Our office is built on real relationships, not transactions. I take pride in being accessible, responsive and genuinely committed to your success. If you’re within five to 10 years of retirement, currently retired or considering the sale of your business, now is the time to get a second opinion and a clear strategy. Call our office today to schedule a no-obligation consultation. We’ll help you uncover opportunities, avoid costly mistakes and move forward with confidence.

Our Edward Jones Scottsdale office believes it's important to invest our time up front to understand your goals and priorities before developing a strategy for you to invest your money. I work closely with you, your tax professional, attorneys and other professionals to help determine the most appropriate financial strategy for you. I primarily focus my practice on successful business owners and retirees, helping them achieve their financial goals.

I hold Series 7 and Series 66 registrations and life insurance licenses, and have obtained the AAMS™ and CEPA® designations. Professional designations expand industry knowledge so I can help clients achieve their financial goals.

The AAMS™, or Accredited Asset Management Specialist™, training examines various investment strategies that are crucial for making decisions in the asset-management process. Study topics include investments and insurance, as well as tax, retirement, and estate considerations.

CEPA®, or Certified Exit Planning Advisor®, designation is a program designed to enhance skills for serving business owner clients. Study topics include various aspects of business and succession planning, integrating strategies into professional, personal and financial goals, and building and preserving family wealth for future generations.

A graduate of Arizona State University, I am driven to help people succeed. I am an active member of the ASU Alumni Association. I have two sons, Colton and Emmett. I am active in the Scottsdale community, serving as a member of many organizations around town, including ASU Sun Devils and youth soccer. In the past, I have served as a board member for the Fountain Hills Chamber of Commerce and as a vice-president of BNI Scottsdale Trailblazers.

My branch office administrator, Liz Francis, and I work closely together to serve your needs. Liz lives in Fountain Hills. She is an avid cyclist, enjoying both road and mountain biking.

Our office is all about relationships. We believe that meeting face to face helps us build strong relationships among our team, our clients and this community. We are available to meet when it's convenient for you because we recognize the competing time constraints on your busy lives. We are focused on you! Together, we can help you plan and reach your long-term financial goals.

Most financial advisors start with your money. We start with your life. 

At our Edward Jones office in Cave Creek/Scottsdale, we help successful business owners and retirees turn decades of hard work into clear, coordinated plans for what comes next. That means aligning your investments, tax strategy, exit planning and retirement income into one cohesive strategy — so you’re not just hoping things work out, you know they will. Whether you’re preparing to sell a business, reduce taxes in retirement or create reliable income without sacrificing growth, we bring structure and clarity to decisions that can feel overwhelming.

With professional designations including AAMS® and CEPA®, I focus in helping you navigate complex financial transitions — especially business exits and retirement planning — while working closely with your CPA and attorney to ensure every piece of your financial life is aligned. Just as important, I’m deeply rooted in this community. As a graduate of Arizona State University and an active member of the ASU Alumni Association, I stay connected to local leaders and initiatives. I’ve served as a board member for the Fountain Hills Chamber of Commerce and as vice president of BNI Scottsdale Trailblazers, and I remain actively involved in youth sports and local organizations alongside my two sons. That local involvement means I don’t just work here — I’m invested here and in the people I serve.

Our office is built on real relationships, not transactions. I take pride in being accessible, responsive and genuinely committed to your success. If you’re within five to 10 years of retirement, currently retired or considering the sale of your business, now is the time to get a second opinion and a clear strategy. Call our office today to schedule a no-obligation consultation. We’ll help you uncover opportunities, avoid costly mistakes and move forward with confidence.