Master Certified Indpendent Trustee

David loves to help people develop and implement estate planning strategies that provide for their families and favorite charities. David’s credentials include CPA, Personal Financial Specialist, Chartered Financial Consultant, and Certified Trust and Fiduciary Adviser. In addition, David brings his experience and perspective as a financial planner, investment adviser, and insurance agent to his role as trustee. Because of his broad and deep financial knowledge, David is frequently asked to serve as a professional fiduciary (as executor and/or trustee) to help ensure that legacies are fulfilled for generations to come. These services are provided by David Holland in a professional individual capacity and not as the owner or an affiliate of a trust company or bank. David Holland also offers general estate planning guidance.

Services

Accepting New Clients

Yes

Accepts Trusts/Business in Other States

No

Services Offered

Trustee, Trustee - Special Needs, Trustee - ILIT, Trustee - Successor, Trust Protector, Insurance - Life, CPA, Financial Advisor, Estate Executor / Administrator

Types of Trusts / Specialties

Discretionary Trusts

Contact David

3866717526

700 W. Granada Blvd, Ste 103 Ormond Beach, Florida 32174

Send an email to David

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