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Clarke C. Holt

Wealth Adviser

Elevate Wealth Advisory

United States, Georgia, Athens

About Me

Clarke Holt has been a wealth adviser at Elevate since 2003. Partnering with clients, his focus is on wealth management with an emphasis on providing objective, conflict-free advice. Clarke concentrates on developing long-term relationships through a commitment to quality client service. Clarke received his Bachelor of Business Administration from Georgia Southwestern State University. He began his career as a Financial Adviser in 1999 with Smith Barney in Atlanta. In 2003, Clarke joined independent wealth management firm Vickery Financial Services, which is now our Elevate.

Profile Information

Wealth Adviser

Elevate Wealth Advisory

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Athens

Georgia

United States

Aug 20, 2024

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