Associates

 

 

 

 

 

William H. Holt, CFP-, President CWMG
Registered Representative, Silver Oak Securities
3-C Caledon Court
Greenville, SC 29615
864-242-3637, ext 101
 
 
 
 
 
 
 
William H. Holt, Jr., VP CWMG
Registered Representative, Silver Oak Securities
3-C Caledon Court
Greenville, SC 29615
864-242-3637, ext 106
864-918-9717
wholt@silveroaksecurities.com  Securities e-mail
 
 
    
Kim Cappuccio- Administrative Assistant 
3-C Caledon Court
Greenville, SC 29615
864-242-3637, ext 100
kcapp@silveroaksecurities.com  Securities e-mail
 
 
 
 
 
Rick Crosby, RHU, Associate, CWMG
rcrosby@cwmg.net  Office e-mail
843-971-5386
 
Rick has over 30 years experience in the insurance industry where he worked with Mass Mutual as the General Agent before founding Crosby Insurance Group in 1996, located in Mt. Pleasant.  Rick is committed to serving his clients and offering value in helping you decide which insurance protection you need. 
Rick is native to Columbia, SC and graduated from the Citadel in 1975 earning a Bachelor of Science Degree in Business Administration.  He continued his education at The American College where he earned the designation of Registered Health Underwriter.
 
Rick is a very active member of the community and gives back in many ways.  His current community involvement includes:  Chairman of Commission of Mt. Pleasant Waterworks, a Representative for Town of Mt. Pleasant's Economic Development Committee, Member of Charleston Metro Chamber of Commerce, A Life Member of the Million Dollar Round Table, Founding Member of Harbour Club, Founding Member of The Citadel Football Association, Deacon and Elder of Mt. Pleasant Presbyterian Church, Rotary International Paul Harris Fellow and Member of the Hibernian Society.
 
In the past years Rick has served as president of groups such as....Mt Pleasant Rotary Club, East Cooper Youth Foundation, Charleston Area Citadel Club, Citadel Brigadier Foundation and the Citadel Alumni Association and a past member of the Citadel Alumni Association Legislative Affairs Committee.  He is also a graduate from the Chamber of Commerce Leadership Development Program.
 
He currently resides in Mt. Pleasant with his wife, Marie and has two children and two step-children.
*Rick Crosby does not offer securities or advisory services through Silver Oak Securities Inc.
 
 
 
Thomas Faircloth, Associate, CWMG
 Registered Representative, Silver Oak Securities
3-C Caledon Court
Greenville, SC  29615
864-242-3637, ext 105
 
 
Andy Farr. Associate, CWMG
Registered Representative, Silver Oak Securities
3-C Caledon Court
Greenville, SC  29615
864-242-3637, ext. 111
afarr@silveroaksecurities.com   Securities e-mail
 
 
 
Steve Garrison, Associate, CWMG
*Steve Garrison does not offer securities or advisory services through Silver Oak Securities Inc.
 
 
Chris Preisig, Associate, CWMG
3-C Caledon Court
Greenville, SC  29615
cpreseig@cwmg.net    Office e-mail
864-242-3637
*Chris Preisig does not offer securities or advisory services through Silver Oak Secuities Inc.
 
Christopher Ward, Associate, CWMG
269 Ann Street, Suite C
Pickens, SC  29671
cward@cwmg.net  Office e-mail
864-561-7239  Office
*Christopher Ward does not offer securities or advisory services through Silver Oak Securities Inc.
 
Victor Singleton, Associate
609 E Main St.
Duncan, SC 29334
vsingleton@cwmg.net   Office e-mail
864-661-1422
*Victor Singleton does not offer securities or advisory services through silver Oak Securities Inc.