Carolina Capital Management of Mt Pleasant

Carolina Capital Management is a wealth management firm in Mt Pleasant, SC, located at 260 W Coleman Blvd, Suite C. It holds a rating of 4.20 based on 5 reviews. The firm provides professional assistance in the sales of investment products such as stocks, mutual funds, UITs, exchange traded funds, and 529 plans. It also manages all types of brokerage accounts, including individual, joint, trust, corporate, IRA, ROTH IRA, and SOLO 401(k) accounts. Ed Cook serves as the founder and president, having served the financial services industry for over 30 years. Bobby holds the Chartered Life Underwriter and Chartered Financial Consultant designations, as well as the Certified Financial Planner designation. Copey Copleston, the Director of Business Development, has served the industry for over 30 years. Kirk A. Lax is the Managing Director and Financial Representative, an Air Force Veteran with over 20 years of experience. Jim Carden and James McKenna serve as Financial Advisors, with Carden having 27 years of industry experience. John M. Willoughby is a Registered Representative with 15 years of service. The firm is licensed to sell life, health, long-term care, disability insurance, and fixed and variable annuities.

Carolina Capital Management has a Technical score of 82 out of 100 from BizScoreAI, which ensures the website is technically sound and secure so search engines can read it without errors. The firm also has a Discoverability score of 75 out of 100 from BizScoreAI, meaning AI crawlers can find every page of the website as the first step before any AI assistant can recommend the business.

Services:

• Business owner financial services
• Client personalized service
• Comprehensive financial planning
• Comprehensive financial services
• Customized programs for wealth growth
• Investment portfolio management
• Retirement income planning
• Valuable expertise