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George T. Holmes, IV, MBA, CFP®

George T. Holmes, IV, MBA, CFP®

Senior Partner | Retirement Planning Specialist

George T. Holmes is a founding member and Senior Partner of Oak Capital Management, LLC. George joined his current broker-dealer, now Equitable Advisors, in 2004 to start his career in the financial services industry. In 2010 he joined Troy Barrentine and the other senior partners in starting Oak Capital Management, LLC and serves as the firm’s financial officer.

George’s interest in finance started in his teens when I was given a few shares of stock that he still owns to this day. In raising his two children, Julie and Justin, he has been forced to live his life according to the precepts and values he brings to his practice. In teaching them financial planning, and in working with his diverse clientele, George learned the value of a written plan, simple goal setting, and living your values. As our group's financial officer, George has had to prioritize the needs of the group versus the needs of each individual. He brings the combination of practical experience with focused education to bear on your goals.

George is committed to furthering his education in order to serve his clients to the best of his ability. He attainted his MBA from the Citadel. During his time at the Citadel, he also spent time as a paid and as a volunteer tax preparer; learning to love the one-on-one of working with clients to understand their current tax planning needs. George subsequently earned the CERTIFIED FINANCIAL PLANNER™ professional designation in 2009. In addition, he also holds FINRA Series 66 and 7 licenses.

George and his wife Cindy have been part of the Charleston community for the last 20+ years. As a former USAF Officer and Pilot, he was stationed at Joint Base Charleston from 1997-2000, where he flew the C-141 as an aircraft commander.


CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.