Wealth Adviser
Current
Jun 2003 - Present
AeroLeads people directory · profile
Clarke C. Holt Email & Phone Number
Wealth Adviser at Elevate Wealth Advisory
at
Elevate Wealth Advisory
1 work email found
@vickeryfinancial.com
2 phones found area 706
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Adviser at Elevate Wealth Advisory
Location
Athens, Georgia, United States
Who is Clarke C. Holt? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Clarke C. Holt is listed as Wealth Adviser at Elevate Wealth Advisory at Elevate Wealth Advisory, based in Athens, Georgia, United States. AeroLeads shows a work email signal at vickeryfinancial.com, phone signal with area code 706, and a matched LinkedIn profile for Clarke C. Holt.
Clarke C. Holt previously worked as Wealth Adviser at Elevate Wealth Advisory and Financial Consultant at Morgan Stanley. Clarke C. Holt holds Bba, Finance from Georgia Southwestern State University.
Company email context
Email format at Elevate Wealth Advisory
This section adds company-level context without repeating Clarke C. Holt's masked contact details.
*@vickeryfinancial.com
68% confidence
AeroLeads found 1 current-domain work email signal for Clarke C. Holt. Compare company email patterns before reaching out.
Profile bio
About Clarke C. Holt
Independent, fiduciary adviser serving families and individuals across the Southeast. As a Registered Investment Adviser (RIA), we are held to a fiduciary standard and must act in the best interest of our clients at all times. No commissions, no proprietary products – just prudent, objective investment management and financial planning advice.
Listed skills include Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, and 9 others.
Current workplace
Clarke C. Holt's current company
Company context helps verify the profile and gives searchers a useful next step.
2 roles
Clarke C. Holt work experience
A career timeline built from the work history available for this profile.
Financial Consultant
Mar 1999 - Jun 2003
2 education records
Clarke C. Holt education
Bba, Finance
Cfp Certification Professional Education Program
FAQ
Frequently asked questions about Clarke C. Holt
Quick answers generated from the profile data available on this page.
What company does Clarke C. Holt work for?
Clarke C. Holt works for Elevate Wealth Advisory.
What is Clarke C. Holt's role at Elevate Wealth Advisory?
Clarke C. Holt is listed as Wealth Adviser at Elevate Wealth Advisory at Elevate Wealth Advisory.
What is Clarke C. Holt's email address?
AeroLeads has found 1 work email signal at @vickeryfinancial.com for Clarke C. Holt at Elevate Wealth Advisory.
What is Clarke C. Holt's phone number?
AeroLeads has found 2 phone signal(s) with area code 706 for Clarke C. Holt at Elevate Wealth Advisory.
Where is Clarke C. Holt based?
Clarke C. Holt is based in Athens, Georgia, United States while working with Elevate Wealth Advisory.
What companies has Clarke C. Holt worked for?
Clarke C. Holt has worked for Elevate Wealth Advisory and Morgan Stanley.
How can I contact Clarke C. Holt?
You can use AeroLeads to view verified contact signals for Clarke C. Holt at Elevate Wealth Advisory, including work email, phone, and LinkedIn data when available.
What schools did Clarke C. Holt attend?
Clarke C. Holt holds Bba, Finance from Georgia Southwestern State University.
What skills is Clarke C. Holt known for?
Clarke C. Holt is listed with skills including Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Fixed Income, Retirement, Wealth Management Services, and Investment Management.
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