Holds Wealth Advisors
Anthony Holds
Wealth Management Advisor|CFP®, ChFC®, CLTC®
Get to Know Tony
Tony and his wife, Savannah, live in Sarasota with their daughters, Violet and Luna. They relocated to the area from New York City in 2016 to take care of Tony's parents, who have been residents of Sarasota for the last 30 years.
When Tony isn't working, he enjoys quality time with Savannah and their girls, reading books, watching movies, following the Indianapolis Colts and Indiana Pacers, going to the theatre, and traveling. Favorite trips have been to Malta, Ireland, and the Pacific Northwest.
Savannah and Tony met as Broadway performers, and still enjoy connecting with the theatre community and attending plays, concerts, and events in Sarasota and NYC, when they're back in town. Savannah also serves as the Arts Coordinator for Booker Middle School's Visual & Performing Arts Program, sharing her experience with, and love for, the arts with the youth of Sarasota.
Tony is a member of:
- Leadership Sarasota (Alumni Committee Member)
- Naval Academy Alumni Association
- Financial Planning Association
Professional Background
Managing Director & Wealth Management Advisor - Sarasota, Florida
Anthony (Tony) Holds is the Managing Director of Northwestern Mutual Sarasota - Manatee. He stepped into this role in 2016 after relocating to the area from New York City, where he was a Director at Northwestern Mutual's Park Avenue office. In his role as Managing Director, Tony is responsible for recruiting and developing new advisors, as well as the ongoing expansion of the office. As a Wealth Management Advisor, CERTIFIED FINANCIAL PLANNER®, and Chartered Financial Consultant®, Tony works with executives, business owners, entertainment/arts professionals, military officers, and their families around the country on putting together plans focused on:
- Retirement savings and income strategies
- Investment allocation
- Insurance and legacy planning
- Managing plan impact from taxes
Before joining Northwestern Mutual in 2011, Tony had a decade-long acting career.
Appearances included:
- NBC’s 30 ROCK and LAW & ORDER
- Broadway in MONTY PYTHON’S SPAMALOT, PAL JOEY, DRACULA, and ENRON
- Leading role in 1st National Tour of SPAMALOT
- Numerous regional theatrical productions
Tony served for nine years on active duty in the United States Navy.
- After graduating from the United States Naval Academy in Annapolis, Maryland, Tony served for five years as a naval officer in the late '90s
- Completed two operational deployments to the Mediterranean, Adriatic, and Black Seas
- Deck & Weapons Division Officer onboard USS AUSTIN (LPD-4)
- Assistant Maintenance & Logistics Officer, Amphibious Squadron TWO (embarked on USS NASSAU (LHA-4))
Education
United States Naval Academy, Annapolis, Maryland
BS - History
Designations
CFP® - CERTIFIED FINANCIAL PLANNER™
ChFC® - Chartered Financial Consultant
CLTC® - Certified Long Term Care
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Erin Bewley
Chief Operations Officer
Erin Bewley started her journey with Northwestern Mutual in 2018 as the Director of New Business and Planning Operations for the Managing Director, Anthony Holds. She has held her Florida 2-15 (Life & Health) License since 2013. Erin received her bachelor’s degree at the University of South Florida, double majoring in Finance and Marketing. During her free time, she loves spending time with her husband and three daughters camping, traveling, enjoying movie nights and watching Rays baseball. Erin can help you with:
• Scheduling meetings with Tony
• Insurance policy & Investment Account openings
• Client service support
• Accessing your online account
Sarah Huston
MSF
Investment Operations Associate
Sarah Huston started as a Northwestern Mutual intern in the summer of 2022 and came back to join our team full time as the Planning and Investment Operations Associate for Holds Wealth Advisors after graduating. She holds her Series 7, Series 63, and Florida 2-15 (Life & Health) License. Sarah graduated from the University of South Florida with a Bachelor of Science in Finance with a concentration in Investment Analysis and a Master of Science in Finance with a concentration in FinTech. In her free time, she loves spending time at the beach and being active. Sarah can help you with:
- Investments
- account contributions and withdrawals
- account changes
- plan development
Angelina Leonetti
Chief Marketing Officer
Angie started her career with Northwestern Mutual in 2015. As the CMO, she is responsible for utilizing strategic marketing and media strategies to help Tony Holds build strong relationships in the community. She oversees client events, sponsorships, and media opportunities.
Kevin Folliet
RICP®
Director of Investment Management
Kevin joined Northwestern Mutual in November 2016. Kevin reviews financial / investment plans. He recommends investment strategy for clients and assists us to ensure investment allocations are optimized. Kevin has four years of financial services experience, and first served as a registered financial representative before joining the planning department within Northwestern Mutual. He holds his Series 7, Series 63 and Florida 2-15 (Life & Health) Licenses. Kevin has a Bachelor’s degree in Economics from the Sorbonne University of Paris, France, and a Master’s Degree in Business Management from NEOMA Business School of Reims, France.
Jarrett W Tsai
Lead Research Analyst
Jarrett joined Northwestern Mutual in May 2017. Jarrett reviews financial/investment plans. He recommends investment strategy for clients and assists the Private Wealth Advisors to ensure investment allocations are optimized. Jarrett has four years of financial services experience, and first served as a financial advisor before joining the investment strategy group within Northwestern Mutual. He holds his Series 7, Series 63 and Florida 2-15 (Life & Health) Licenses. Jarrett has a Bachelor’s degree in Finance from the University of Florida.
My National Partner
Clayton P Hahs
J.D.
Principal and Wealth Management Advisor
Clayton P. Hahs joined Northwestern Mutual in Cape Girardeau, MO, in July 2008 after serving eleven years on active duty in the Navy.
He graduated with merit from the US Naval Academy with a B.S. in Ocean Engineering. Upon graduating, he served as a Surface Warfare Officer, deploying two times.
In 2004 Clayton received his Juris Doctorate from Roger William’s University School of Law and transitioned into the Judge Advocate General’s Corps (JAGC).
In 2007 Clayton was appointed Special Assistant United States Attorney for the Middle District of Florida where he prosecuted federal crimes committed by civilians on U.S. Naval installations within the Middle District of Florida and the U.S. Naval Base at Guantanamo Bay, Cuba.
As a Wealth Management Advisor with Northwestern Mutual, Clayton works with individuals, families and businesses helping them develop a financial plan that includes both protecting against risk and saving and investing for the future.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
