Cholly was born in Demopolis, Alabama and grew up in Memphis, Tennessee. After graduating high school, he attended the University of Tennessee in Knoxville, where he obtained a Bachelor Degree in Finance and Accounting. Upon graduating, he moved to Nashville and begin his career, which spans 42 years, 28 years of those years working in wealth management in conjunction with insurance services at Loventhal Financial Services, Inc., as President. Cholly holds his Series 65, 63, 7, 6, 24, and SIE licenses held through LPL Financial; and has functioned as a first line supervisor for other investment advisor representatives.
Currently, Cholly is the Senior Partner of Goldman & Associates Wealth Management. He works alongside his son, Jud, who is set to take over the business upon Cholly’s retirement. Additionally, Cholly continues to maintain his insurance licensing and works with insurances, such as health, life, short and long-term disability, and long-term care. He is passionate about forming relationships with and serving his clients, as well as mentoring Jud.
Cholly and his wife, Donna, reside in Nashville and enjoy spending time with their family and friends. Cholly’s hobbies include hunting and fishing, as well as swimming to stay in shape.