David Holland

Managing Director at Optimum Investment Advisors LLC - Chicago, IL, US

David Holland's Colleagues at Optimum Investment Advisors LLC
Joyce Taylor

vice president of administration

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Joseph Moore

Managing Director of Wealth Management

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Jason Sippel

Investment Support Specialist

Contact Jason Sippel

Mary Pierson

Co-Portfolio Manager, Mid-Cap Equities

Contact Mary Pierson

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David Holland's Contact Details
HQ
312-782-1515
Location
Dallas, Texas, United States
Company
Optimum Investment Advisors LLC
David Holland's Company Details
Optimum Investment Advisors LLC logo, Optimum Investment Advisors LLC contact details

Optimum Investment Advisors LLC

Chicago, IL, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Optimum Investment Advisors is an independent financial advisory firm providing trusted investment management services and expertise to high-net worth individuals. Optimum delivers our clients portfolio management based on objective analytical research and consistent investment processes. With headquarters in Chicago, IL and Dallas, TX, we have built long-term relationships across the U.S. grounded on sound principles and outstanding client experiences. The word optimum means to create the most favorable conditions for growth. With that definition serving as a guiding principle, Optimum Investment Advisors has been delivering successful investment strategies to our clients since 1989.As fiduciaries, we are trustworthy individuals. You can depend on us to consider your financial plans responsibly, and in a way that is best for you. We always provide 100% unbiased, objective advice that acts in your best interest. With Optimum, you can be confident in the fact that we have your best interest at heart.Clients:Individuals FamiliesExecutivesBusiness OwnersRetirees Services:Asset ManagementFinancial PlanningWealth Management Cash Flow Expense PlanningInvestment/Portfolio ManagementRetirement PlanningLegacy Planning

Wealth Management Asset Management Investments Customized Financial Planning Retirement Planning Portfolio Review 401(k) Plan Cash Flow Expense Planning Estate Planning Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Optimum Investment Advisors LLC
Frequently Asked Questions about David Holland
David Holland currently works for Optimum Investment Advisors LLC.
David Holland's role at Optimum Investment Advisors LLC is Managing Director.
David Holland's email address is ***@optimuminvestment.com. To view David Holland's full email address, please signup to ConnectPlex.
David Holland works in the Investment Bank/Securities Brokerage industry.
David Holland's colleagues at Optimum Investment Advisors LLC are Keith Pinsoneault, Joyce Taylor, Joseph Moore, Jason Sippel, Marie Lorden, Mary Pierson, Barbara Trzebunia and others.
David Holland's phone number is 312-782-1515
See more information about David Holland