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  3. Our Team

Our Team

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Wallace Ed Cook, II

President/CEO, Financial Advisor

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. 

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Robert "Bobby" Morrow, CLU®, ChFC®, LUTCF, CFP®

Director of Financial Planning

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

 

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Allen R Beckett

Director of Healthcare Strategy

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. 

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Copey Copleston

Director of Business Development

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

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Kirk A. Lax

Managing Director/Financial Representative

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

 

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Jim Carden

Financial Advisor

Jim Carden is a Financial Advisor with Carolina Capital Management. Jim has served the financial services industry for 27 years. He is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc No 4151824 01/2022

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John M. Willoughby

Registered Representative

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.

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Lauren Bishop, MBA

Office Manager

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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260 W Coleman Blvd, Suite C
Mount Pleasant, South Carolina
29464 United States

  •  Tel: 843-414-1162
  •  Fax: 843-414-1166
  •  lbishop@ccmsc.net

Carolina Capital Management is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.
Certain individuals associated with Carolina Capital Management are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Carolina Capital Management are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3045493 DOFU 05/2020


Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. NO. 3280513 DOFU 10.2020

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