Carl Coolidge, AIF®, C(k)P®

FInancial Life Advisor, Managing Partner
  • P 912.265.2876 – Brunswick
  • P 912.354.5443 – Savannah
  • P 904.998.7300 – Jacksonville
  • C 912.269.7071

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 23 years of experience in finance to his role. On the team, Carl works with individuals, business owners, medical professionals, and qualified plan participants on financial planning strategies to protect their income, build assets through proper allocation and planning, enjoy a comfortable retirement lifestyle, and leave the legacy they desire.

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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