Ed Cook, founder and president of Carolina Capital Management has served the financial services industry for over 30 years. Ed obtained a bachelors degree from Appalachian State University. Ed is licensed to sell Life, Health, Long Term Care, Disability Insurance, Fixed and Variable Annuities. He is both a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Bobby Morrow, Financial Planning Director for Carolina Capital Management. A Charleston native and graduate of The College of Charleston, Bobby has been serving the financial services industry for over 28 years. Licensed to sell Life, Accident and Health insurance Bobby is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Bobby is an active member of the Charleston Estate Planning Committee.
Tom Ihrke is a Financial Advisor with Carolina Capital Management. Having earned a bachelors degree from Texas Christian University and his MBA from University of Tennessee's Graduate School of Business, Tom has been serving the financial services industry for over 25 years. He is licensed to sell Life, Health, Long Term Care, Disability Insurance, and Annuities. Tom serves on the board of the I'on Community Trust, chairman of the Hootie at Bulls Bay Intercollegiate Golf Tournament and is an adjunct Professor of Finance at the College of Charleston. Tom is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
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 is 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 and Variable Annuities.
Kirk is a Registered Representative of Securian Financial Services, Inc. Member FINRA / SIPC
Chris Morra recently joined Carolina Capital Management with over 26 years experience in the financial services.
Chris is a Registered Representative and Investment Representative of Securian Financial Services. Securities and Investment Advisory services offered through Securian Financial Services Inc. member FINRA/SIPC. Carolina Capital Management is independently owned and operated.
No, 2307118 DOFU 11.18
David Routhier is a Financial Representative with Carolina Capital Management in Savannah, Georgis. 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 Finnacial Services, Inc.
Kirk Walker is a Financial Representative with Carolina Capital Management and has served the financial services industry for several years. Kirk is licensed to sell Life, Health, Long Term Car, Disability Insurance, Fixed and Variable Annuities. Kirk is a Registered Representative of Securian Financial 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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