Carl B. Coolidge

Credentials:
  • AIF®
  • C(k)P®

Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, College Funding Strategies, Risk Management Strategies

Languages: English

Carl is a founding and managing partner at Jacobs, Coolidge & Company.  He graduated from Georgia Southern University with a bachelor's degree in business administration and brings more than 22 years of experience to his role.  On the team, Carl works with individuals, medical professionals, business owners, and qualified plan participants on planning strategies to build assets through proper planning & allocation, enjoy a comfortable retirement lifestyle, protect their income and leave the legacy they desire.  He holds the Accredited Investment Fiduciary (AIF) and Certified 401(k) Professional (C(k)P) designations.

Outside of the office, Carl is active with the Retirement Advisor University and ASPPA, as well as with the Southeast Georgia Health System Foundation and the United Way of Coastal Georgia, of which he is a member of the board.  In addition, Carl is a former board member of the Chamber of Commerce and past graduate and instructor of the Leadership Glynn program.

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Brunswick Satellite Office

Satellite Office

2467 Demere Road
St. Simons Island, GA 31522

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CRN202110-254485