Founded as a father and son team, Dason Global Wealth Management has a strong team of professionals helping ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.
As the Managing Partner and Senior Analyst at Dason Global Wealth Management, Rob Holman is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
Rob has served in the financial industry for more than 30 years, working with individuals in a one-on-one setting to ensure their insurance needs are met and helping them create a personalized plan for retirement. Prior to founding Dason Global Wealth Management with his son, Rob held various positions in the insurance industry, including senior vice president with National Financial Services, as well as the principal for his own mortgage brokerage.
Additionally, Rob has a long history of business management. He owned and managed several of his own businesses and managed hundreds of representatives in 11 states. He has spent many years working in the banking industry, with specialization in international investment and international banking.
Rob holds his life and health insurance licenses in Arizona and Utah.
Away from the office, Rob is involved with his church and in scouting. He also enjoys playing golf and fishing. He resides in Chandler, Arizona, with his wife and children.
Trey Holman is the Senior Retirement Specialist and Investment Adviser at Dason Global Wealth Management. He focuses on helping clients design a retirement income strategy to help meet their financial goals and continue to live their desired lifestyle during retirement.
Trey entered the financial services industry in 2007, gaining industry experience and knowledge working at Edward Jones and Mass Mutual. He focused on helping other financial advisors and their offices assist their clients with their retirement goals. He soon left to join his father in founding Dason Global Wealth Management.
As a financial advisor, Trey utilizes his experience in investments and annuities, along with experience in life insurance, disability insurance and long-term care. He is an Investment Adviser Representative with a Series 65 securities license and holds life and health insurance licenses in Arizona. He earned a Bachelor of Science degree in finance from the University of Phoenix.
Trey lives in Gilbert, Arizona, with his wife and children and enjoys spending time with his family.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 480-874-8590 today!
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Trey Holman is an Investment Adviser Representative who offers investment advisory services through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser.
Rob Holman is a licensed insurance professional who does not offer investment advice.
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