A twenty-year veteran of the financial services business, William Louis Holmes (better known as Louis) joined the Capital Financial Advisors team in early 2010. A long-time Tupelo area resident, Louis is well established in the community, and ensures that clients have a local contact and can continue to receive the high level of service they have come to expect from Capital Financial Advisors.
Louis, who had been handling wealth management for clients in the banking sphere, is a natural fit for the firm. Not only is he extremely familiar with and appropriately licensed to offer insurance and investment products and solutions, many of his former banking clients work in the healthcare industry, which gives him unique insight into their financial planning needs.
“I’ve been blessed with longstanding relationships with my clients,” Louis says, explaining why he has made the transition from banking to financial planning so seamlessly. “For me, it’s about doing great work for the people you do business with, and that means doing what’s right for the client.” When asked about his favorite part of the job, Louis points to the moment where a client will say “…thank you for your help, we’ve been needing to do this for so long.”
Louis remains grateful for the opportunity to interact with a wide variety of medical industry professionals. “The best compliment I can receive from a client is an introduction to someone who can use my help, and I am fortunate to be able to say that a large part of my practice has been built this way.”
A devoted friend and family man, Louis points to his childhood friendships as a defining force in his life – he’s still close with the same five friends he remembers playing with as a child, and reminisces fondly about high school experiences and reunions at weddings and other important life events. “The greatest things in my life are my relationships, my friendships. Sometimes I wish we were all still hanging out, riding bikes, and sharing stories.”
Louis and his wife Coppie have been married over 20 years and reside with their two children in Saltillo, Mississippi.
Louis Holmes is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC, 12 Cadillac Drive, Suite 440, Brentwood, TN 37027 (615) 309-6300. Capital Financial Advisors, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.