Holden & Mickey Inc. is now in the fourth generation of Holdens and Mickeys. The company has a funded business succession plan in place. Experienced Junior partners who have grown up with the clients’ names are prepared to continue providing professional advice and service for another 30 years.
Based in Winston-Salem, the firm was founded in 1989 by co-owners Lawrence “Chip” Holden, CLU®, ChFC® and John E. Mickey, CLU®, ChFC®, along with the late Joseph H. Mickey, CLU®, ChFC®. Other principals include: Gerald “Gerry” M. Malmo, III, CLTC; David L. Holden, CFP®, CLU®, ChFC®, CLTC; Steven H. Davis, LUTCF®; and Brian Holden.
“Celebrating thirty years in business is a testament to our wonderful clients, team and the Winston-Salem community,” said Chip Holden, co-owner of Holden & Mickey. “We take pride in the service we provide our clients, and we are grateful for the trust they, in turn, place in us. As we embark on the next thirty years with our fantastic team, we look forward to continuing the relationships developed over many generations in serving our clients and our community.”
Chip Holden has 42 years as a qualifying member of the Million Dollar Round Table, one of only 12 such agents in North Carolina and 784 worldwide. He is a member of the Association of Advanced Life Underwriting (AALU) and is a graduate of Wake Forest University.
John Mickey joined the financial services industry and MassMutual in 1976 as a third generation of life underwriters. He and is late father, Joseph H. Mickey, worked together for 35 years. He is a life member of the Million Dollar Round Table and is a graduate of UNC-Chapel Hill.
“Congratulations to the team at Holden & Mickey for achieving this major milestone,” said Timothy C. Flanagan, Jr., CLU®, ChFC®, CFP®, ChSNC™, CFBS, President of MassMutual Carolinas. “For three decades, Holden & Mickey has been a pillar of the Winston-Salem business community and the team has brought exemplary service in helping their clients meet their financial needs. It is a tremendous honor to have them as part of the MassMutual Carolinas family.”
Holden & Mickey, Inc. is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
About Holden & Mickey
Holden & Mickey’s professionals bring to client service four generations of experience in financial services. Holden & Mickey’s roots date to 1930, when Edward T. Mickey, a descendent of the early founders of Salem, N.C. first advised clients on insurance needs. The firm uses the Mickey Coffee Pot as part of its logo in tribute to John Mickey’s family who were tinsmiths and creators of the famous coffee pot to advertise their business. For more information, visit http://www.holdenmickey.com/.
About MassMutual Carolinas
MassMutual Carolinas specializes in a broad spectrum of financial services that enables the firm to offer comprehensive strategies to individuals, families and businesses for risk management, asset allocation, estate planning, cash flow and wealth accumulation.
Securities products and services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. 4350 Congress Street, Suite 300, Charlotte, NC 28209. (704) 557-9600. The firm serves clients in North and South Carolina. More information is available at https://carolinas.massmutual.com/.
Founded in 1851, Massachusetts Mutual Life Insurance Company (MassMutual) is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(K) plan services, and annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long-term.
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Lawrence “Chip” Holden is a Registered Representative of, and offers securities through, MML Investors Services, LLC, member SIPC (www.SIPC.org). Supervisory Office address: 4350 Congress St., Suite 300, Charlotte, NC 28209 (704) 557-9600. Holden & Mickey, Inc. is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
John E. Mickey is a Registered Representative of, and offers securities through, MML Investors Services, LLC, member SIPC (www.SIPC.org). Supervisory Office address: 4350 Congress St., Suite 300, Charlotte, NC 28209 (704) 557-9600. Holden & Mickey, Inc. is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
MassMutual refers to Massachusetts Mutual Life Insurance Company
Walker PR Group is not a subsidiary or affiliate of MassMutual or its affiliated companies.
Contact: Jenni Walker