William L. Holden, MBA, CIMA®

Managing Partner /Wealth Advisor

William began his professional career as a chemist at the Oak Ridge National Laboratory (ORNL) in the Environmental Science Division. While at Oak Ridge, he worked on projects focusing on water remediation at Department of Energy (DOE) sites. He also authored and co-authored articles in various scientific publications. 

In 1999, William transitioned to a career in finance following his passion for investing and financial analysis. Over the past 24 years, William has focused on providing clients with comprehensive financial planning while developing and managing customized investment solutions.

William holds a Bachelor of Science degree from Lambuth University, a Master of Science degree from the University of Tennessee, and a Master of Business Administration from Middle Tennessee State University. He is a Certified Investment Management Analyst® and a member of the Beta Gamma Sigma International Business Honor Society and Gamma Sigma Delta Honor Society. He also holds Series 7, 63, 65, Life, Health, and Variable Insurance licenses. 

William is a lifelong native of middle Tennessee and lives in Columbia with his wife, Eve, and their two daughters, Lillie Kate, and Caroline. He is a member of the First United Methodist Church, Mt. Pleasant where he has served in multiple capacities. ln his free time, he enjoys gardening, fishing, and reading.




Phone 615-786-9749