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.

Clarke C. Holt
Wealth Adviser
Elevate Wealth Advisory
United States, Georgia, Athens
About Me
Profile Information
Wealth Adviser
Elevate Wealth Advisory
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Athens
Georgia
United States
Aug 20, 2024
More profiles to browse
DJ
David Jenkins
Wealth Adviser
CV
Chuck Vickery
Wealth Adviser
Robert M. Fezekas
Director of Investment Policy, Wealth Adviser
Deanne Rosso
Equipping clients with the tools & resources to confidently live their best lives.
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Dennis Hanson
Principal
Jamison Hanson
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
BH
Bob Helmer
President Emeritus
Baldwin Wallace University