Broker Check
Stephen Holt

Stephen Holt

Financial Advisor / Partner

Stephen joined the Premier Planning Group team in November of 2007 & Co-Founded PPG Wealth in 2018. Over his tenure, Stephen has worked on behalf of his clients designing, implementing, and managing detailed plans and providing the financial guidance that only a fully-licensed and independent investment advisor can. Stephen holds his FINRA Series 6, 63, 65 & 7 and is also a registered Health & Life Insurance professional. Over Stephen’s 10+ year career, he has qualified for numerous “Top Advisor” awards*, is a member of The Million Dollar Round Table, and has been recognized as a Five-Star Wealth Advisor for the Greater Annapolis/Baltimore/DC region and has been featured in the Wall Street Journal as a “Top Advisor You Should Know”. Stephen is currently licensed in Maryland, DC, Virginia, Florida, Pennsylvania, Delaware, New York, Connecticut, Illinois, Nevada, Tennessee, California, South Carolina, Texas and Montana. 

Stephen is a graduate from the Business School of Finance at Southern Illinois University in Carbondale, Illinois. Go Salukis! He currently lives in Annapolis with long-time significant other, Cat Marucci. In his spare time, he can be found relaxing and enjoying all that Annapolis and Maryland have to offer. Stephen firmly believes in giving back and being involved in his community and supporting his passions. He is currently serving on the Asset Management Committee for the Community Foundation of Anne Arundel County, where he helps oversee the Foundation's multi-million dollar fund. He also serves on the Executive Committee of the Anne Arundel Estate Planning Council where he works hand-in-hand with some of the areas top Financial, Tax, and Estate Planning Experts. He has been on the nominating committee for The Caritas Society of St. John’s College, is the Annual “Celebrity” guest bartender for Anne Arundel County Court Appointed Special Advocates (CASA) fundraiser, and also works on their Charity Golf Tournament planning committee.

The Annapolis Symphony Orchestra (ASO) has become a true passion of his over the past 5+ years. Stephen is currently on the Executive Board for the Friends of the ASO, as well as Presenting Sponsor for the new Chamber Series of the ASO. As an avid outdoorsman, Stephen has gotten involved with a number of Outdoor & Conservation-minded organizations. He volunteers and serves as Chairman for Annapolis Ducks Unlimited (The World Leader in Waterfowl & Wetlands Conservation), the Interim Chair for the Chesapeake Chapter of Safari Club International (The global leader in the fight for hunters' rights and wildlife conservation), and is on the Executive Committee for the Maryland Sportsmans Foundation (The Voice for Maryland Hunters & Fishers). When he’s not working on behalf of his clients or volunteering with his non-profits, he loves to travel, golf (is a member at Country Club at Woodmore), and enjoy good food and drinks. 

Message from Stephen: “I encourage you to give me a call or shoot me an e-mail if you have any questions at all. I love being able to help good people looking for answers and second opinions. My experience has ranged from answering basic questions like, "How do we get started?" to more complex plans like helping clients with multi-million dollar properties. I’d love to chat and see how I might be able to help you!” 

*The inclusion of a wealth manager in the referenced awards are based on survey created from the organizations proprietary criteria, which may not represent the experience of all participants. The rating is not indicative of the wealth manager's future performance.