Clarke C. Holt
Chief Compliance Officer, Wealth Adviser
Clarke's Wealth Advice
Have an investment plan and stick with it. Focus on what you can control.
Clarke's Best Life
Financial freedom and contentment, spending time with my family and traveling.
About Clarke
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.
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