
WHIT HOLBROOK
I began my career with Edward Jones in 2010 and became a limited partner in the firm in 2019. My team and I help families make smart financial decisions so they can spend more time with the people they love, doing the things they enjoy.
If you’re looking for an experienced, caring and responsive financial advisor, you can trust that I will be by your side to help you stay on track toward achieving what matters most. We appreciate your trust and take this responsibility very seriously.
Our Services
Investment consulting - asset allocation, portfolio construction, risk evaluation and performance analysis
Advanced planning - wealth enhancement (cash flow and tax considerations), wealth transfer, wealth protection and charitable giving
Relationship management - regularly scheduled reviews, calls and in-person meetings, and collaboration with your team of professionals
Business Transition planning - engage with owner's advisory team and align business transitions to personal goals
Who We Serve
We help families with closely held businesses — primarily in North Carolina, but also across the country — navigate key financial milestones. Our clients often seek to build lasting family wealth, transition a business, achieve a work-optional lifestyle or retire smoothly and successfully. We provide guidance for these and other complex financial needs.
A Little About Me
My wife of 20 years, Beth, and I live in High Point with our two active teenagers: Molly (16) and Ben (15). We love to travel and enjoy making memories together as a family. I spend my free time playing bad golf and average guitar, trying to stay fit and I love to cook outside.
Meet Our Team
Our branch team is dedicated to providing a warm, welcoming experience while delivering personalized financial guidance.
Aggie Graham, our senior branch office administrator, is the heart of our office, making sure everything runs smoothly. She and her husband, Tim, live in Jamestown, where she enjoys crafting authentic Italian cuisine. Fun fact: Aggie is fluent in Italian and a 21-year cancer survivor!
Christina VanVoorhis, our registered branch associate, works closely with clients to enhance their financial lives. Christina and her husband, Tom, have two children: Caitlin, a talented artist, and Alex, who serves in the U.S. Air Force. Christina loves cooking, karaoke and staying active with health and fitness.
I invite you to give us a call, stop by our office and experience what makes our practice unique. We look forward to meeting you!
I began my career with Edward Jones in 2010 and became a limited partner in the firm in 2019. My team and I help families make smart financial decisions so they can spend more time with the people they love, doing the things they enjoy.
If you’re looking for an experienced, caring and responsive financial advisor, you can trust that I will be by your side to help you stay on track toward achieving what matters most. We appreciate your trust and take this responsibility very seriously.
Our Services
Investment consulting - asset allocation, portfolio construction, risk evaluation and performance analysis
Advanced planning - wealth enhancement (cash flow and tax considerations), wealth transfer, wealth protection and charitable giving
Relationship management - regularly scheduled reviews, calls and in-person meetings, and collaboration with your team of professionals
Business Transition planning - engage with owner's advisory team and align business transitions to personal goals
Who We Serve
We help families with closely held businesses — primarily in North Carolina, but also across the country — navigate key financial milestones. Our clients often seek to build lasting family wealth, transition a business, achieve a work-optional lifestyle or retire smoothly and successfully. We provide guidance for these and other complex financial needs.
A Little About Me
My wife of 20 years, Beth, and I live in High Point with our two active teenagers: Molly (16) and Ben (15). We love to travel and enjoy making memories together as a family. I spend my free time playing bad golf and average guitar, trying to stay fit and I love to cook outside.
Meet Our Team
Our branch team is dedicated to providing a warm, welcoming experience while delivering personalized financial guidance.
Aggie Graham, our senior branch office administrator, is the heart of our office, making sure everything runs smoothly. She and her husband, Tim, live in Jamestown, where she enjoys crafting authentic Italian cuisine. Fun fact: Aggie is fluent in Italian and a 21-year cancer survivor!
Christina VanVoorhis, our registered branch associate, works closely with clients to enhance their financial lives. Christina and her husband, Tom, have two children: Caitlin, a talented artist, and Alex, who serves in the U.S. Air Force. Christina loves cooking, karaoke and staying active with health and fitness.
I invite you to give us a call, stop by our office and experience what makes our practice unique. We look forward to meeting you!
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- Website:
https://www.edwardjones.com/us-en/financial-advisor/christopher-holbrook - Phone: +13368754739
- City: High Point
- State: North Carolina
- Postal Code: 27262
- Country: United States
- Designations: AAMS, CEPA
- Markets Served:
- Company Name: Edward Jones
WHIT HOLBROOK

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

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Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

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Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
