President@ Carolinas Wealth Management Group
Greenville, South Carolina, United States
William H Holt, CFP
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Francis Marion University
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FlashIntel GPTWilliam H Holt, CFP is a highly experienced professional with over 20 years of work experience in the financial services industry. He has a strong background in sales, public speaking, marketing, team building, and leadership. Based in the United States, William owns and operates a financial planning firm in Greenville, SC. He is a member of the FINRA/SIPC and has been with Carolina's Wealth Management Group since 2003. With a focus on financial services, William serves a wide range of customers including government agencies, municipalities, private companies, and commercial clients.
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About
Financial services Industry for 40 years. Own and operate a financial planning firm in Greenville, SC. F Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC. Carolina’s Wealth Management Group and Silver Oak Securities are not affiliated.
Work Experience
President
Financial Services
William H Holt, CFP's Professional Milestones
- President (2003-01-01~): Coordinated strategic initiatives to drive company objectives and establish a strong market presence.
Education
Bachelors
1974-1978Skill
Sales
Public Speaking
Marketing
Team Building
Leadership
Certification
Colleagues
Jim Tollus
Financial Planner
Will Holt
vice president--carolinas wealth management group
Neil Simmons
financial retirement planning at carolinas wealth management group
Mitch Rifkin
Premier Partner
mitch Rifkin
senior partner carolina wealth mgnt co at carolinas wealth management group
Other Named William H Holt, CFP
Frequently asked questions
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William H Holt, CFP works for Carolinas Wealth Management Group
William H Holt, CFP's role in Carolinas Wealth Management Group is President
William H Holt, CFP works in the industry of Financial Services
William H Holt, CFP's colleagues are Jim Tollus,Will Holt,Neil Simmons
William H Holt, CFP's latest job experience is President at Carolinas Wealth Management Group
William H Holt, CFP's latest education in Francis Marion University
