About Holden & Mickey
Holden & Mickey’s professionals bring to client service four generations of experience in financial services. They advise clients on insurance and investment strategies that work best for helping to achieve specific goals. They also use their relationships and leverage with a range of service providers for the benefit of clients. In addition, the Holden & Mickey support team has garnered almost 75 years of combined experience assisting clients.
Wholly owned by Chip Holden and John Mickey, Holden & Mickey can make decisions independent of any large corporate interests. Rather, Holden & Mickey uses its relationships with large companies to provide clients a range of strategies, depending on the client’s needs.
A Tradition of Service to Clients Since 1930
Holden & Mickey’s roots date to 1930 when Edward T. Mickey, a descendant of the early founders of Salem, NC, first advised clients on insurance needs. Joe Mickey, John’s father continued that tradition of service and trust then invited John to join the business. In 1989, Lawrence N. (Chip) Holden, who had 16 years of financial services experience, joined Joe & John and added his name to the firm. In 1996, Gerry Malmo joined the firm, bringing his significant business and industry experience to serve Holden & Mickey clients.
Having led the firm for the past 20+ years, John Mickey and Chip Holden welcomed to the firm David Holden in 2003, Steven Davis in 2012, and Brian Holden in 2013 after they had fulfilled the firm’s requirement of three successful years with another financial services organization. As the fourth generation to work for the firm, these professionals bring additional investment and insurance experience to Holden & Mickey, ensuring continuity of excellent service for all clients.
Holden & Mickey’s Success Benefits You
As of June 30, 2013, Holden & Mickey clients have entrusted the firm with servicing $300 million in assets and almost $1+ billion of in-force life insurance contracts (with multiple carriers).