Our Team

Jeff S. Holtzclaw

Assistant Vice President, Financial Advisor
Dorsey & Company Inc.
504.592.3267 – Direct
800.375.5431 – Toll-Free
504.592.3252 – Fax
511 Gravier Street
3rd Floor
New Orleans, LA 70130

Mr. Holtzclaw has been in the investment business since 2000, and specializes in 401K rollovers for local chemical plant industry retirees and building and managing portfolios for small business owners. Before joining Dorsey & Company in 2009, Mr. Holtzclaw was a registered Financial Advisor and Wealth Advisory Specialist with Legg Mason Wood Walker, Inc., and later with Citigroup / Smith Barney, after the two companies merged in 2006. Mr. Holtzclaw attended Louisiana Tech University and received his Bachelor of Science degree in Management from the University of New Orleans School of Business Administration. Mr. Holtzclaw is a lifelong resident of the New Orleans area, and he has successfully completed SEC/FINRA/NASAA examinations to attain the following registrations:

  • Series 63 Uniform Securities Agent State Law Examination
  • Series 65 Uniform Investment Advisor Law Exam
  • Louisiana Life, Health & Accident Insurance & Variable Annuity Examinations