Ed Cook, founder and president of Carolina Capital Management has served the financial services industry for over 30 years. A graduate of Appalachian State University, Ed is active in the community and supports a number of local charities. He is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Bobby started working in the financial services industry in 1987 after graduating from the College of Charleston as a member of the Pi Sigma Alpha National Honor Society. He holds the Chartered Life Underwriter and Chartered Financial Consultant designations, which require college level courses. In addition, the Certified Financial Planner designation was achieved, which requires training in all areas for life insurance and thousands of hours of experience. Bobby holds a license for life insurance and is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. He is a past president of the Charleston Chapter of CLU and ChFC, and the Estate Planning Council of Charleston.
No. 2486307 DOFU 4.3.2019
Allen R Beckett, Director of Healthcare Strategy with Carolina Capital Management has served the financial services industry for over 15 years. Allen obtained a bachelors degree from Marshall University Lewis College of Business. Allen specializes in group and individual medical sales with a Medicare Advantage certification; he is licensed to sell Life, Health, Long Term Care, Disability Insurance, Fixed and Variable Annuities. He is a Registered Representative of Securian Financial Services, Inc.
Copey Copleston, Director of Business Development with Carolina Capital Management has served the financial services industry for over 30 years. Copey obtained a bachelors degree from Newberry College; he is licensed to sell Life, Health, Long Term Care, Disability Insurance, Fixed and Variable Annuities. He is a Registered Representative of Securian Financial Services, Inc. member FINRA/SIPC.
No. 2307104 DOFU 11.18
Kirk A. Lax, Managing Director and Financial Representative with Carolina Capital Management has served the financial services industry for over 20 years. Kirk attended Southern Illinois University and is an Air Force Veteran. He is licensed to sell Life, Health, Long Term Care, Disability Insurance, Fixed Annuities. Kirk is a registered representative of Securian Financial Services, Inc. member FINRA/SIPC.
NO. 2556123 DOFU 5.28.19
Steven Huskey is a licensed registered advisor with Carolina Capital Management located in Mount Pleasant, South Carolina, supporting our customer and community outreach to assist high net-worth clients and small businesses with complex needs, partner introductions, and offer financial planning, advice and guidance. A graduate of the College of Charleston, Huskey earned a Bachelor of Science degree in psychology and was a member of Psi Chi Psychology Fraternity. He is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
No. 2486318 DOFU 4.2.2019
Chris Morra recently joined Carolina Capital Management with over 26 years experience in the financial services industry. His experience extends to the areas of asset allocation, investment due diligence and institutional consulting. Chris is a Registered Representative and Investment Representative of Securian Financial Services, Inc.
No. 2486314 DOFU 4.4.19
David Routhier is a Financial Representative with Carolina Capital Management in Savannah, Georgia. He earned a Bachelor of Science Degree in Business Administration from the University of New Hampshire. He was a Captain Intelligence Officer, USAF, 5 year active duty, Cold War and Vietnam war support. He has been an insurance agent for 40 plus years. His wife Janet is a retired High School English teacher. His son Michael is a successful CPA and son Chad is an independent insurance adjuster. Dave is licensed to sell Life, Health, Long Term Care, Disability Insurance and Annuities. He is a Registered Representative of Securian Finacial Services, Inc.
John M. Willoughby is a Registered Representative with Carolina Capital Management. John has served the financial services industry for our 15 years. He attended Ohio State University and is a former board member of the Dee Norton Child Advocacy Center. John is licensed to sell Life, Health, Long Term Care, Disability Insurance and Annuities.
Lauren Bishop, Office Manager of Carolina Capital Management has been in the financial services industry for over three years. She earned her bachelors degree in marketing and financial management at Clemson University and an MBA at The Citadel. Lauren is responsible for client services, marketing and advisor support.
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