Bob Holz in

Bob Holz

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Business Development Officer at Charles Schwab & Co., Inc.
📍 Atlanta, Georgia, United States

Bob Holz is a Business Development Officer at Charles Schwab, focused on helping financial advisors transition to the independent Registered Investment Advisor (RIA) model. His extensive career includes regional leadership roles at New York Life, Northwestern Mutual, and Merrill Lynch. Bob holds a BS from the University of New Haven.

His career is marked by a consistent focus on wholesale distribution and regional management across the Southeast for several major financial institutions.

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Experience
27 Years
Current Role
Business Development Officer
Location
Atlanta, Georgia, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Bob cares about

Advisor Independence
He is dedicated to helping financial advisors fuel their independent spirit and drive business growth by moving to the Registered Investment Advisor (RIA) model.
RIA Firm Growth
He promotes programs and frameworks designed to help advisory firms achieve organic growth and increase their enterprise value, leveraging benchmarking and proven playbooks.
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Career

Work history

7-2007
Business Development Officer
Charles Schwab & Co., Inc.
4-2005 - 5-2007
Regional VP
New York Life Insurance Company
3-2002 - 10-2003
Regional Director
Northwestern Mutual
4-2000 - 3-2002
Regional Director
Merrill Lynch
12-1996 - 4-2000
Manager- Wholesale Distribution
Aetna
In the press

Media appearances

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Education
1980 - 1984
BS
University of New Haven
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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