North Carolina #25694
Will is a Partner and senior advisor with Financial Symmetry. He holds the Certified Public Accountant and Certified Financial Planner™ designations. Will has 25 years of experience in the tax and financial services industry. His expertise and skill set make Will uniquely qualified to work with executives and other highly compensated professionals, retirees or those close to retirement, clients with complex tax situations, and families with goals for college.
Originally from North Carolina, Will has lived in Raleigh for more than 30 years. He is a graduate of North Carolina State University where he earned bachelors’ degrees in accounting and business management. He started his career in public accounting where he helped both individuals and small business owners with strategic tax planning. After more than a decade in public accounting and becoming a partner at a local firm, Will made a transition within the financial services industry to his current role of Financial Advisor. His extensive tax knowledge continues to add tremendous value to his clients’ unique financial situations.
In 2006, Will joined Financial Symmetry and has been helping clients invest wisely, manage their money, plan for retirement and find solutions for complex tax strategies ever since. As a fee-only financial advisor, Will brings unbiased value to client relationships. He knows that clients have peace of mind when their financial well-being is managed by a professional who has their best interests first.
Will enjoys building strong relationships with clients. He believes that earning a client’s trust means not only delivering professional expertise but also getting to know them personally. This puts Will in a position to truly understand the client’s goals. With that knowledge he can help design and execute a plan that is sustainable and focused on achieving their financial dreams. His in-depth knowledge and commitment to lasting relationships make Will a trusted financial advisor in the Triangle Area.
In his free time, Will enjoys staying active with his wife, Melanie and their two children, Olivia and Charlie. The Holts like to spend time outdoors camping, fishing and skiing. His family also loves music and attends Merlefest in Wilkesboro and Shakori Hills GrassRoots festival in Chatham County.
Fun Facts about Will:
- Active as a Leader for Charlie’s Boy Scouts troop
- Member of a Y Guides tribe with Olivia
- Lifetime supporter of the Wolfpack. Go Pack!
- Member of the Mediocre Golf Association with aspirations to get better (I’ve been taking lessons!)
- My very first job was a newspaper delivery boy
- Worst job ever was stuffing cushions in a furniture factory
- I bought my first home two weeks before Hurricane Fran hit Raleigh
If you have questions about tax strategies, retirement or college planning, contact Will and let him help you start working towards financial success. You can reach him by email: firstname.lastname@example.org or by phone: 919-851-8200 ext. 203.