Will is a Partner and senior advisor with Financial Symmetry. He holds the Certified Public Accountant and Certified Financial Planner™ designations and has over 25 years of experience in the tax and financial services industry. Over the years, Will has found a passion in helping busy professionals, executives, self-employed entrepreneurs, and couples in and nearing retirement sort through complicated tax situations.
High-level executives often don’t have the time to get into the details of their compensation plans and are looking for guidance on stock options. Will is able to offer expertise and insight on how best to navigate the tax and investment complexities associated with executive compensation.
Will is also passionate about working with those who have lost their longtime partner and are navigating life as a newly single person. From a financial perspective, losing a spouse can be scary and confusing. Will is a stabilizing presence as they acclimate to their new normal.
Above all, Will aims to give his clients peace of mind that their financial well-being is managed by a seasoned professional who has their best interests first.
A North Carolina native and graduate of NC State, Will started his career in public accounting, where he helped both individuals and small business owners with strategic tax planning. Now, in his role as a Financial Advisor, he continues to use his extensive tax knowledge to add tremendous value and insight to his clients’ unique financial situations.
In his free time, Will enjoys staying active with his wife, Melanie, and their two children, Olivia and Charlie. The Holts love to travel and enjoy spending time outdoors camping, fishing, and skiing. His family also loves music and attends Merlefest in Wilkesboro and Shakori Hills GrassRoots Festival in Chatham County. Additionally, Will is active in his church and enjoys volunteering in the community with his fellow Financial Symmetry colleagues.
If you have questions about tax strategies, stock options, or retirement, contact Will and let him help you start working towards financial success. You can reach him by email: wholt@financialsymmetry.com or by phone: 919-851-8200 ext. 203.
