Carl B. Coolidge

Carl B. Coolidge, Accredited Investment Fiduciary®*

877-265-6909 Ext: 304
cbcoolidge@finsvcs.com

Carl began his career in the financial services industry in 1997. As Managing Partner for JKC, LLC, he oversees all daily business operations. Carl holds his accredited investment fiduciary designation and primarily focuses on prudent investment management processes. He also has a strong knowledge base in financial planning, which entails life and disability income insurance and an array of investment solutions. He also subspecializes in the 401(k)/qualified plans area.

"I believe that our clients will continue to see an increase in complexity and specialization in the financial services field. That's why it is paramount to have a team of specialists in place to identify the challenges and fiduciary issues that face our clients on a daily basis and to provide value added solutions."

A life-long resident of Glynn County, Carl earned his Bachelor of Business Administration degree with an emphasis on Finance at Georgia Southern University. He is a member of St. James Lutheran Church, and is active in youth sports, particularly baseball. He's also a United Way Board Member, a member of St. Simons Athletic Association Board, and a 2003 co-chair for Leadership Glynn.

"The only thing that differentiates us from our competition is our client service. The market has become very commoditized and customers want to be taken care of and feel as if you are going beyond the call of duty. That is what we do for our clients. We employ our "higher standard of care process" to ensure the highest level of service for our clients."

 

*Obtained the Accredited Investment Fiduciary designation to improve my understanding of those who hold fiduciary roles.


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