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Our Team

Wallace E Cook, II

CEO/Founder/Financial Advisor

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

Director of Financial Planning

Allen R Beckett

Director of Healthcare Strategy

Copey Copleston

Director of Business Development

Kirk A. Lax

Managing Director/Financial Representative

Jim Carden

Financial Advisor

James McKenna

Financial Advisor

John M. Willoughby

Registered Representative

Timothy Burdick

Financial Advisor

Lauren Bishop

Office Manager

Claire Holt

Administrative Assistant

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

  843-414-1162       843-414-1166        lbishop@ccmsc.net

Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA, SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at www.ceterawealthservices.com 

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