Edward Jones – Financial Advisor: Charles M Holbrook

Edward Jones - Financial Advisor: Charles M Holbrook is a financial consultant in Charleston, SC. He provides personalized financial advice that includes wealth‑building strategies, retirement income planning, estate and legacy guidance, intergenerational planning, and special‑needs financial considerations. His practice also focuses on serving military professionals and veterans, offering expertise that helps clients achieve long‑term financial goals. Holbrook holds an MBA and has earned a perfect 5.00 rating from four client reviews, reflecting strong satisfaction among the Charleston community.

The office operates Monday through Friday from 8:30 a.m. to 5:00 p.m., with appointments available on Saturdays and by arrangement on Sundays. Located at 1014 St Andrews Blvd, Suite 210d, the branch is supported by senior administrators Peggi Morrow and Claire Smith, who help manage client relationships and office operations. Clients can reach the office at (843) 556‑7471, and the firm emphasizes data privacy and security in line with Edward Jones policies. The range of focus areas, wealth strategies, military and veteran support, retirement income, estate and legacy, intergenerational planning, and special‑needs considerations, demonstrates a comprehensive approach tailored to diverse financial needs.

With a flawless rating and a client‑centered suite of services, Charles M Holbrook stands out as a trusted financial advisor for individuals and families in Charleston seeking thorough, customized financial planning.

Services:

• Estate planning
• Investment management
• Military Professionals & Veterans
• Personalized financial planning
• Retirement Income Strategies
• Retirement planning
• Tax planning
• Wealth Strategies