Robert "Bobby" Morrow, CLU®, ChFC®, LUTCF, CFP® 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. He is a past president of the Charleston Chapter of CLU and ChFC, and the Estate Planning Council of Charleston.