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Suzanne R. Holbert

Forvis Mazars Wealth Advisors, LLC

Asheville, NC

Springfield, MO

Hendersonville, NC

CRD 4527486

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Employer firm

Forvis Mazars Wealth Advisors, LLC CRD 110905

$12.0B regulatory AUM 113 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Forvis Mazars Wealth Advisors, Llc

910 East St Louis St, Springfield, MO 65806 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-24
NC RA APPROVED 2022-06-01
  • TX RA
    APPROVED
    Since 2022-06-24
  • NC RA
    APPROVED
    Since 2022-06-01

Branch Locations

One Oak Plaza Suite 300, Asheville, NC 28806 • United States

910 East St Louis St, Springfield, MO 65806 • United States

1620 Asheville Highway Suite 100, Hendersonville, NC 28791 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dixon Hughes Wealth Advisors Llc Asheville NC 06/2008 05/2022
Forvis Wealth Advisors Llc Hendersonville NC 06/2022 05/2024
Forvis Mazars Wealth Advisors Llc Asheville NC 06/2024 Present
  • 06/2008 → 05/2022
    Dixon Hughes Wealth Advisors Llc
    Asheville, NC
  • 06/2022 → 05/2024
    Forvis Wealth Advisors Llc
    Hendersonville, NC
  • 06/2024 → Present
    Forvis Mazars Wealth Advisors Llc
    Asheville, NC
Previous Registrations
  • 2017-01-03 → 2022-08-24
    Dixon Hughes Goodman Wealth Advisors Llc
    Hendersonville, NC
  • 2002-07-24 → 2016-12-31
    Dixon Hughes Goodman Wealth Advisors Llc
    Hendersonville, NC
    Asheville, NC
Designations
  • Personal Financial Specialist

View on SEC IAPD

Nearby Firms

OPPENHEIMER & CO. INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

JAMES TURNER NORRIS
LAURENCE J CASPER
DONALD PETER WEIDEMANN

Nearby Offices

OPPENHEIMER & CO. INC. · ASHEVILLE, NC
CETERA INVESTMENT ADVISERS LLC · ASHEVILLE, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHEVILLE, NC

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