Eddie Holland

Eddie Holland, CFP®, CPA/PFS, CKA®

Sr. Private Wealth Advisor, Partner
Greenville, SC
eddie.holland@bluetrust.com
(864) 335-6743
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Eddie Holland is a senior private wealth advisor for the Private Wealth division and partner of Blue Trust and serves his clients out of the office in Greenville, South Carolina.

As an experienced wealth advisor to individuals, families, and businesses, Eddie uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Eddie and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining Blue Trust, Eddie gained experience serving clients in several roles including as an advisor at PlanFIRST℠, an insurance agent for an independent firm, and as a practicing CPA for a local company.

Eddie graduated summa cum laude from Mercer University with a BBA degree in both finance and accounting. He went on to earn his master’s degree of accountancy with a specialization in taxation from the University of Georgia. He is a CERTIFIED FINANCIAL PLANNERTM professional, a Certified Public Accountant (CPA), and a Certified Kingdom Advisor® (CKA®).

Eddie is an active member of his local church, an involved volunteer, and past PTA treasurer at his daughters’ school. He is also a member of the Greenville Estate Planning Council.

He and his wife, Misty, have two daughters and live in Greenville, SC. Aside from spending time with his family, Eddie’s passions include Georgia football and golf.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources from Eddie

  • Three Social Security Mistakes for You to Avoid

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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