Abacus Planning Group welcomes Michael Holt to its Financial Planning Team
July 22, 2024
Abacus Planning Group welcomed Michael Holt to its financial planning team as a Support Advisor. As a member of the financial planning team, Michael works closely with senior advisors to support their work on behalf of clients.
Michael graduated from the University of South Carolina in 2023 with a B.S in Finance. Michael began working for Abacus as an intern in October 2021 and officially joined the team in January 2024. Michael is pursuing his Certified Financial Planner (CFP®) designation.
About Abacus
Abacus is a financial advisory and investment counsel firm focused on serving families with shared assets from businesses to commercial real estate to oil and gas holdings. Managing over $1.7 billion on behalf of its 250-plus families, Abacus consists of a team of multi-disciplinary experts who work collaboratively to serve its clients.
