Will Holt, CPA, CFP®
North Carolina #25694
Will has been a trusted advisor in the Triangle area for fifteen years. He has earned his reputation by working with small business owners and the other advisors that entrepreneurs rely on to build successful businesses.
By joining Financial Symmetry from the field of public accounting, Will believes he is uniquely positioned to assist clients with complexities in the area of taxation. Our Wealth Management service is the perfect opportunity for Will to add his experience to our teamwork approach. He has held a North Carolina CPA certificate since 1998.
Will is a native North Carolinian and has lived in Raleigh for over twenty years. Raleigh has been good to Will as this is where he met and married his wife, Melanie. They have lived in the same home since 1996 and have added two children – Olivia and Charlie – to the mix.
Will is active in his church and enjoys serving in various roles including assisting with financial stewardship. He is a graduate of NC State University and is an enthusiastic supporter of the Wolfpack.
Other interests include trips to music festivals such as Wilkesboro’s Merle Fest and Grassroots in Chatham County. Also, an avid fisherman, he looks forward each year to a fishing trip at the Crystal Coast.
919-851-8200 ext. 203