Professional

Managing Director & Financial Advisor - Sarasota, Florida

Anthony (Tony) Holds is the Managing Director of Northwestern Mutual - Sarasota.  He stepped into this role in 2016 after relocating to the area from New York City, where he was a Director at Northwestern Mutual's Park Avenue office.  In his role as Managing Director, Tony is responsible for recruiting and developing new advisors, as well as the ongoing expansion of the office. As a Financial Advisor and CERTIFIED FINANCIAL PLANNER®, Tony works with executives, business owners, entertainment/arts professionals, military officers, and their families around the country on putting together plans focused on:

  •  Retirement savings and income strategies
  •  Investment allocation 
  •  Insurance and legacy planning
  •  Managing plan impact from taxes

Before joining Northwestern Mutual in 2011, Tony had a decade-long acting career.

Appearances included:

  • NBC’s 30 ROCK and LAW & ORDER
  • Broadway in MONTY PYTHON’S SPAMALOT, PAL JOEY, DRACULA, and ENRON
  • Leading role in 1st National Tour of SPAMALOT
  • Numerous regional theatrical productions

Tony served for nine years on active duty in the United States Navy.  

  • After graduating from the United States Naval Academy in Annapolis, Maryland, Tony served for five years as a naval officer in the late '90s
  • Completed two operational deployments to the Mediterranean, Adriatic, and Black Seas  
  • Deck & Weapons Division Officer onboard USS AUSTIN (LPD-4)
  • Assistant Maintenance & Logistics Officer, Amphibious Squadron TWO (embarked on USS NASSAU (LHA-4))

Education

United States Naval Academy, Annapolis, Maryland
BS - History

Designations

CFP® - CERTIFIED FINANCIAL PLANNER®
CLTC - Certified Long Term Care

Anthony Arnold Holds, CFP®, CLTC®

Managing Director

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck